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 | $164,082 | $211,288-22.3% | $178,540-8.1% | $145,884+12.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.47% | 30.27%-16.8pp | 27.15%-13.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $3,435 | $4,574-24.9% | $3,953-13.1% | $4,662-26.3% |
| Participant deferral / active EE | $3,780 | $6,967-45.7% | $6,281-39.8% | $6,690-43.5% |
| Admin fee / account holder | $9,672 | $12,105-20.1% | $10,424-7.2% | $13,392-27.8% |