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 | $181,144 | $81,358+122.6% | $155,556+16.4% | $80,959+123.7% |
| Participation rate | 90.0% | 66.3%+23.7pp | 78.2%+11.8pp | 67.7%+22.3pp |
| Annual return | 12.36% | 33.39%-21.0pp | 64.84%-52.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $4,577 | $3,106+47.3% | $4,675-2.1% | $2,757+66.0% |
| Participant deferral / active EE | $3,753 | $3,455+8.6% | $5,631-33.3% | $4,300-12.7% |
| Admin fee / account holder | $180,393 | $7,994+2156.7% | $15,885+1035.6% | $6,925+2504.8% |