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 | $116,941 | $117,859-0.8% | $102,438+14.2% | $145,959-19.9% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 21.06% | 31.72%-10.7pp | 29.37%-8.3pp | 561.95%-540.9pp |
| Employer contribution / active EE | $4,114 | $3,615+13.8% | $3,024+36.1% | $4,661-11.7% |
| Participant deferral / active EE | $5,307 | $5,732-7.4% | $5,054+5.0% | $6,689-20.7% |
| Admin fee / account holder | $1,167 | $13,318-91.2% | $9,448-87.6% | $13,398-91.3% |