Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $143,053 | $117,829+21.4% | $102,423+39.7% | $145,877-1.9% |
| Participation rate | 92.9% | 78.6%+14.2pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | 11.81% | 31.83%-20.0pp | 29.42%-17.6pp | 551.28%-539.5pp |
| Employer contribution / active EE | $2,124 | $3,615-41.2% | $3,023-29.8% | $4,663-54.5% |
| Participant deferral / active EE | $6,171 | $5,732+7.7% | $5,054+22.1% | $6,691-7.8% |
| Admin fee / account holder | $16,767 | $13,335+25.7% | $9,455+77.3% | $13,402+25.1% |