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 | $119,589 | $99,994+19.6% | $146,647-18.5% | $85,851+39.3% |
| Participation rate | 98.9% | 73.1%+25.8pp | 80.1%+18.8pp | 69.3%+29.5pp |
| Annual return | 14.91% | 18.93%-4.0pp | 22.75%-7.8pp | 318.63%-303.7pp |
| Employer contribution / active EE | $2,217 | $2,559-13.4% | $4,137-46.4% | $2,565-13.6% |
| Participant deferral / active EE | $6,585 | $4,006+64.4% | $5,506+19.6% | $3,952+66.6% |
| Admin fee / account holder | $5,005 | $7,703-35.0% | $10,281-51.3% | $6,261-20.1% |