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 | $129,299 | $127,790+1.2% | $106,555+21.3% | $167,536-22.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.77% | 33.88%-23.1pp | 26.80%-16.0pp | 478.82%-468.0pp |
| Employer contribution / active EE | $2,911 | $3,428-15.1% | $2,819+3.2% | $4,839-39.9% |
| Participant deferral / active EE | $7,511 | $5,088+47.6% | $4,399+70.8% | $6,342+18.4% |
| Admin fee / account holder | $632 | $11,229-94.4% | $7,408-91.5% | $12,315-94.9% |