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 | $193,548 | $60,349+220.7% | $74,184+160.9% | $62,881+207.8% |
| Participation rate | 97.2% | 72.7%+24.5pp | 76.6%+20.6pp | 69.3%+27.9pp |
| Annual return | 5.41% | 21.38%-16.0pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $14,192 | $1,680+744.6% | $2,370+498.8% | $2,281+522.2% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,058 | $4,261-4.8% | $5,586-27.3% | $4,296-5.5% |