Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $118,833 | $115,225+3.1% | $100,712+18.0% | $138,895-14.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 15.86% | 40.35%-24.5pp | 33.27%-17.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $2,881 | $2,771+4.0% | $2,313+24.6% | $4,194-31.3% |
| Participant deferral / active EE | $9,400 | $4,699+100.0% | $4,085+130.1% | $6,396+47.0% |
| Admin fee / account holder | $1,714 | $10,844-84.2% | $9,256-81.5% | $12,562-86.4% |