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 | $191,629 | $87,166+119.8% | $76,735+149.7% | $137,256+39.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.61% | 26.50%-10.9pp | 29.77%-14.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $7,531 | $2,904+159.3% | $2,454+206.8% | $4,156+81.2% |
| Participant deferral / active EE | $3,408 | $4,726-27.9% | $4,088-16.6% | $6,407-46.8% |
| Admin fee / account holder | $2,567 | $8,403-69.5% | $7,189-64.3% | $12,270-79.1% |