Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $115,947 | $111,814+3.7% | $103,378+12.2% | $145,978-20.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 10.72% | 24.80%-14.1pp | 24.91%-14.2pp | 550.52%-539.8pp |
| Employer contribution / active EE | $2,813 | $4,215-33.3% | $3,870-27.3% | $4,662-39.7% |
| Participant deferral / active EE | $17,840 | $5,618+217.6% | $5,058+252.7% | $6,690+166.7% |
| Admin fee / account holder | $1,312 | $9,764-86.6% | $8,401-84.4% | $13,400-90.2% |