Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $232,344 | $87,180+166.5% | $173,703+33.8% | $94,015+147.1% |
| Participation rate | 76.9% | 65.6%+11.3pp | 75.9%+1.0pp | 70.8%+6.1pp |
| Annual return | 9.51% | 14.17%-4.7pp | 17.46%-7.9pp | 17.84%-8.3pp |
| Employer contribution / active EE | $1,795 | $2,494-28.0% | $4,288-58.1% | $2,790-35.7% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,854-100.0% | $4,249-100.0% |
| Admin fee / account holder | $18,012 | $7,506+140.0% | $15,562+15.7% | $8,951+101.2% |