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 | $122,847 | $117,426+4.6% | $99,470+23.5% | $152,885-19.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 23.43% | 31.87%-8.4pp | 30.72%-7.3pp | 345.39%-322.0pp |
| Employer contribution / active EE | $6,836 | $3,014+126.9% | $2,540+169.1% | $4,763+43.5% |
| Participant deferral / active EE | $14,277 | $4,086+249.4% | $3,619+294.5% | $5,851+144.0% |
| Admin fee / account holder | $4,219 | $7,634-44.7% | $6,252-32.5% | $11,598-63.6% |