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 | $133,757 | $97,125+37.7% | $86,233+55.1% | $137,256-2.5% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 17.06% | 74.19%-57.1pp | 61.39%-44.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,749 | $2,841-3.2% | $2,504+9.8% | $4,156-33.8% |
| Participant deferral / active EE | $12,072 | $5,180+133.1% | $4,559+164.8% | $6,407+88.4% |
| Admin fee / account holder | $9,994 | $9,725+2.8% | $8,342+19.8% | $12,270-18.5% |