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 | $185,531 | $58,848+215.3% | $88,179+110.4% | $82,637+124.5% |
| Participation rate | 83.9% | 57.9%+26.0pp | 69.1%+14.7pp | 68.1%+15.8pp |
| Annual return | 14.13% | 22.76%-8.6pp | 64.97%-50.8pp | 53.51%-39.4pp |
| Employer contribution / active EE | $790 | $1,678-52.9% | $2,549-69.0% | $2,552-69.0% |
| Participant deferral / active EE | $5,209 | $3,124+66.8% | $4,614+12.9% | $4,126+26.2% |
| Admin fee / account holder | $30,418 | $4,795+534.3% | $7,673+296.4% | $7,339+314.5% |