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 | $185,256 | $110,337+67.9% | $102,383+80.9% | $145,877+27.0% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+7.9pp |
| Annual return | 11.64% | 24.83%-13.2pp | 24.94%-13.3pp | 551.28%-539.6pp |
| Employer contribution / active EE | $6,685 | $4,216+58.6% | $3,870+72.7% | $4,663+43.4% |
| Participant deferral / active EE | $11,166 | $5,621+98.7% | $5,060+120.7% | $6,691+66.9% |
| Admin fee / account holder | $1,919 | $9,750-80.3% | $8,391-77.1% | $13,402-85.7% |