Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,938 | $115,225+66.6% | $100,712+90.6% | $138,895+38.2% |
| Participation rate | 85.7% | 74.3%+11.4pp | 69.3%+16.4pp | 79.9%+5.8pp |
| Annual return | 13.89% | 40.35%-26.5pp | 33.27%-19.4pp | 145.39%-131.5pp |
| Employer contribution / active EE | $2,363 | $2,771-14.7% | $2,313+2.2% | $4,194-43.7% |
| Participant deferral / active EE | $7,846 | $4,699+67.0% | $4,085+92.1% | $6,396+22.7% |
| Admin fee / account holder | $388 | $10,844-96.4% | $9,256-95.8% | $12,562-96.9% |