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 | $187,822 | $88,672+111.8% | $105,223+78.5% | $82,448+127.8% |
| Participation rate | 91.2% | 67.9%+23.3pp | 75.0%+16.1pp | 68.1%+23.1pp |
| Annual return | 16.19% | 30.86%-14.7pp | 180.65%-164.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $15,527 | $3,048+409.4% | $3,689+320.9% | $2,551+508.7% |
| Participant deferral / active EE | $8,972 | $4,036+122.3% | $5,072+76.9% | $4,139+116.8% |
| Admin fee / account holder | $6,216 | $7,146-13.0% | $8,859-29.8% | $7,234-14.1% |