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 | $129,915 | $162,821-20.2% | $133,978-3.0% | $158,982-18.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.57% | 41.95%-35.4pp | 45.10%-38.5pp | 302.99%-296.4pp |
| Employer contribution / active EE | $3,252 | $4,976-34.6% | $3,919-17.0% | $4,763-31.7% |
| Participant deferral / active EE | $16,573 | $5,910+180.4% | $5,047+228.3% | $5,983+177.0% |
| Admin fee / account holder | $17,624 | $11,742+50.1% | $8,930+97.4% | $11,252+56.6% |