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 | $197,148 | $90,486+117.9% | $78,676+150.6% | $273,972-28.0% |
| Participation rate | 70.6% | 76.5%-5.9pp | 73.6%-3.0pp | 83.0%-12.4pp |
| Annual return | 6.50% | 75.62%-69.1pp | 62.19%-55.7pp | 41.46%-35.0pp |
| Employer contribution / active EE | $13,215 | $3,175+316.2% | $2,850+363.7% | $4,869+171.4% |
| Participant deferral / active EE | $4,119 | $3,901+5.6% | $3,517+17.1% | $5,287-22.1% |
| Admin fee / account holder | $6,982 | $5,263+32.7% | $4,510+54.8% | $10,133-31.1% |