Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $236,976 | $117,859+101.1% | $102,438+131.3% | $145,959+62.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 11.93% | 31.72%-19.8pp | 29.37%-17.4pp | 561.95%-550.0pp |
| Employer contribution / active EE | $2,649 | $3,615-26.7% | $3,024-12.4% | $4,661-43.2% |
| Participant deferral / active EE | $7,082 | $5,732+23.6% | $5,054+40.1% | $6,689+5.9% |
| Admin fee / account holder | $10,721 | $13,318-19.5% | $9,448+13.5% | $13,398-20.0% |