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 | $141,742 | $124,330+14.0% | $109,173+29.8% | $167,536-15.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.74% | 26.04%-16.3pp | 25.75%-16.0pp | 478.82%-469.1pp |
| Employer contribution / active EE | $2,355 | $4,209-44.1% | $3,723-36.8% | $4,839-51.3% |
| Participant deferral / active EE | $11,751 | $5,256+123.5% | $4,654+152.5% | $6,342+85.3% |
| Admin fee / account holder | $1,549 | $7,974-80.6% | $6,755-77.1% | $12,315-87.4% |