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 | $198,028 | $96,524+105.2% | $75,900+160.9% | $152,909+29.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 20.61% | 33.93%-13.3pp | 30.73%-10.1pp | 345.46%-324.9pp |
| Employer contribution / active EE | $2,889 | $3,311-12.7% | $2,501+15.5% | $4,764-39.3% |
| Participant deferral / active EE | $6,111 | $4,554+34.2% | $3,604+69.6% | $5,851+4.4% |
| Admin fee / account holder | $7,438 | $8,082-8.0% | $5,421+37.2% | $11,601-35.9% |