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 | $138,261 | $116,203+19.0% | $93,621+47.7% | $152,897-9.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 31.83% | 35.96%-4.1pp | 32.76%-0.9pp | 345.43%-313.6pp |
| Employer contribution / active EE | $1,444 | $3,219-55.1% | $2,719-46.9% | $4,764-69.7% |
| Participant deferral / active EE | $1,709 | $4,605-62.9% | $4,070-58.0% | $5,851-70.8% |
| Admin fee / account holder | $4,056 | $10,751-62.3% | $7,890-48.6% | $11,599-65.0% |