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 | $180,616 | $117,846+53.3% | $102,434+76.3% | $145,884+23.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.20% | 31.90%-17.7pp | 29.46%-15.3pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,655 | $3,615-54.2% | $3,023-45.3% | $4,662-64.5% |
| Participant deferral / active EE | $5,191 | $5,733-9.5% | $5,055+2.7% | $6,690-22.4% |
| Admin fee / account holder | $3,261 | $13,356-75.6% | $9,462-65.5% | $13,392-75.6% |