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 | $192,160 | $157,304+22.2% | $141,197+36.1% | $152,909+25.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.22% | 64.34%-46.1pp | 71.41%-53.2pp | 345.46%-327.2pp |
| Employer contribution / active EE | $3,774 | $5,263-28.3% | $4,736-20.3% | $4,764-20.8% |
| Participant deferral / active EE | $3,564 | $7,111-49.9% | $6,710-46.9% | $5,851-39.1% |
| Admin fee / account holder | $45,050 | $12,126+271.5% | $10,265+338.9% | $11,601+288.3% |