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 | $183,552 | $103,392+77.5% | $87,104+110.7% | $152,897+20.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 11.81% | 28.10%-16.3pp | 28.19%-16.4pp | 345.43%-333.6pp |
| Employer contribution / active EE | $3,192 | $3,221-0.9% | $2,521+26.6% | $4,764-33.0% |
| Participant deferral / active EE | $3,527 | $4,778-26.2% | $4,048-12.9% | $5,851-39.7% |
| Admin fee / account holder | $41,339 | $12,194+239.0% | $7,491+451.9% | $11,599+256.4% |