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 | $141,826 | $135,956+4.3% | $123,894+14.5% | $273,972-48.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.19% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.3pp |
| Employer contribution / active EE | $7,207 | $5,170+39.4% | $4,617+56.1% | $4,869+48.0% |
| Participant deferral / active EE | $7,164 | $6,343+13.0% | $5,984+19.7% | $5,287+35.5% |
| Admin fee / account holder | $3,125 | $9,817-68.2% | $8,357-62.6% | $10,133-69.2% |