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 | $115,215 | $112,729+2.2% | $98,716+16.7% | $137,256-16.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.58% | 38.48%-21.9pp | 31.81%-15.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,152 | $2,725+15.7% | $2,279+38.3% | $4,156-24.2% |
| Participant deferral / active EE | $5,182 | $4,640+11.7% | $4,048+28.0% | $6,407-19.1% |
| Admin fee / account holder | $481 | $10,129-95.3% | $8,703-94.5% | $12,270-96.1% |