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 | $115,465 | $106,247+8.7% | $96,515+19.6% | $139,466-17.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.68% | 38.47%-22.8pp | 35.73%-20.0pp | 373.66%-358.0pp |
| Employer contribution / active EE | $11,006 | $4,106+168.1% | $3,740+194.3% | $4,754+131.5% |
| Participant deferral / active EE | $8,103 | $5,456+48.5% | $4,880+66.1% | $6,712+20.7% |
| Admin fee / account holder | $79,728 | $7,885+911.1% | $6,735+1083.7% | $11,409+598.8% |