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 | $131,157 | $91,179+43.8% | $178,499-26.5% | $79,852+64.3% |
| Participation rate | 93.9% | 69.2%+24.7pp | 81.9%+12.0pp | 69.6%+24.3pp |
| Annual return | 10.85% | 24.19%-13.3pp | 151.10%-140.3pp | 31.72%-20.9pp |
| Employer contribution / active EE | $2,121 | $3,256-34.9% | $5,011-57.7% | $2,471-14.2% |
| Participant deferral / active EE | $4,642 | $3,236+43.5% | $5,202-10.8% | $3,740+24.1% |
| Admin fee / account holder | $3,979 | $6,749-41.0% | $13,986-71.6% | $5,306-25.0% |