Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $132,284 | $275,752-52.0% | $256,809-48.5% | $198,609-33.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 15.52% | 34.81%-19.3pp | 32.73%-17.2pp | 202.70%-187.2pp |
| Employer contribution / active EE | $7,328 | $7,721-5.1% | $7,263+0.9% | $5,055+45.0% |
| Participant deferral / active EE | $23,373 | $10,037+132.9% | $9,520+145.5% | $6,977+235.0% |
| Admin fee / account holder | $10,569 | $25,716-58.9% | $25,146-58.0% | $19,030-44.5% |