Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $120,137 | $110,410+8.8% | $102,437+17.3% | $145,897-17.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.35% | 24.85%-12.5pp | 24.95%-12.6pp | 552.29%-539.9pp |
| Employer contribution / active EE | $4,880 | $4,217+15.7% | $3,871+26.1% | $4,663+4.7% |
| Participant deferral / active EE | $8,916 | $5,622+58.6% | $5,060+76.2% | $6,689+33.3% |
| Admin fee / account holder | $4,258 | $9,745-56.3% | $8,388-49.2% | $13,390-68.2% |