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 | $136,399 | $114,119+19.5% | $107,187+27.3% | $138,895-1.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.39% | 273.21%-259.8pp | 204.55%-191.2pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,376 | $4,059-41.5% | $3,782-37.2% | $4,194-43.4% |
| Participant deferral / active EE | $8,534 | $5,538+54.1% | $5,096+67.5% | $6,396+33.4% |
| Admin fee / account holder | $5,134 | $10,024-48.8% | $9,162-44.0% | $12,562-59.1% |