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 | $142,781 | $117,829+21.2% | $102,423+39.4% | $145,877-2.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.99% | 31.83%-18.8pp | 29.42%-16.4pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,012 | $3,615-44.3% | $3,023-33.5% | $4,663-56.9% |
| Participant deferral / active EE | $6,807 | $5,732+18.7% | $5,054+34.7% | $6,691+1.7% |
| Admin fee / account holder | $3,458 | $13,335-74.1% | $9,455-63.4% | $13,402-74.2% |