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 | $140,038 | $135,956+3.0% | $123,894+13.0% | $273,972-48.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.05% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,865 | $5,170-63.9% | $4,617-59.6% | $4,869-61.7% |
| Participant deferral / active EE | $12,473 | $6,343+96.7% | $5,984+108.4% | $5,287+135.9% |
| Admin fee / account holder | $2,013 | $9,817-79.5% | $8,357-75.9% | $10,133-80.1% |