Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $119,010 | $116,203+2.4% | $93,621+27.1% | $152,897-22.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 25.07% | 35.96%-10.9pp | 32.76%-7.7pp | 345.43%-320.4pp |
| Employer contribution / active EE | $3,141 | $3,219-2.4% | $2,719+15.5% | $4,764-34.1% |
| Participant deferral / active EE | $7,261 | $4,605+57.7% | $4,070+78.4% | $5,851+24.1% |
| Admin fee / account holder | $6,138 | $10,751-42.9% | $7,890-22.2% | $11,599-47.1% |