Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $181,641 | $88,672+104.8% | $105,223+72.6% | $82,448+120.3% |
| Participation rate | 96.3% | 67.9%+28.3pp | 75.0%+21.2pp | 68.1%+28.2pp |
| Annual return | 31.97% | 30.86%+1.1pp | 180.65%-148.7pp | 41.64%-9.7pp |
| Employer contribution / active EE | $7,642 | $3,048+150.7% | $3,689+107.2% | $2,551+199.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,154 | $7,146-55.9% | $8,859-64.4% | $7,234-56.4% |