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 | $130,522 | $93,598+39.5% | $135,974-4.0% | $75,173+73.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.35% | 30.89%-15.5pp | 68.30%-53.0pp | 160.72%-145.4pp |
| Employer contribution / active EE | $5,055 | $3,538+42.9% | $4,859+4.0% | $2,671+89.3% |
| Participant deferral / active EE | $6,972 | $6,405+8.8% | $7,760-10.2% | $4,126+69.0% |
| Admin fee / account holder | $4,456 | $6,978-36.1% | $10,767-58.6% | $5,651-21.1% |