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 | $132,116 | $110,379+19.7% | $102,412+29.0% | $145,884-9.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.95% | 24.84%-10.9pp | 24.94%-11.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,644 | $4,216-37.3% | $3,870-31.7% | $4,662-43.3% |
| Participant deferral / active EE | $9,737 | $5,622+73.2% | $5,060+92.4% | $6,690+45.6% |
| Admin fee / account holder | $14,816 | $9,745+52.0% | $8,388+76.6% | $13,392+10.6% |