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 | $218,700 | $98,240+122.6% | $82,312+165.7% | $147,586+48.2% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 13.57% | 30.85%-17.3pp | 25.88%-12.3pp | 578.59%-565.0pp |
| Employer contribution / active EE | $8,413 | $3,192+163.6% | $2,428+246.4% | $4,876+72.5% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18,042 | $8,563+110.7% | $5,608+221.7% | $10,886+65.7% |