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 | $139,386 | $80,992+72.1% | $96,534+44.4% | $75,173+85.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.62% | 27.05%-13.4pp | 25.88%-12.3pp | 160.72%-147.1pp |
| Employer contribution / active EE | $1,878 | $2,283-17.7% | $2,965-36.7% | $2,671-29.7% |
| Participant deferral / active EE | $9,181 | $3,929+133.6% | $4,851+89.3% | $4,126+122.5% |
| Admin fee / account holder | $691 | $6,717-89.7% | $8,253-91.6% | $5,651-87.8% |