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 | $131,212 | $149,741-12.4% | $118,914+10.3% | $158,982-17.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.17% | 19.94%-9.8pp | 35.89%-25.7pp | 302.99%-292.8pp |
| Employer contribution / active EE | $6,647 | $4,119+61.4% | $3,264+103.6% | $4,763+39.6% |
| Participant deferral / active EE | $3,047 | $5,226-41.7% | $4,266-28.6% | $5,983-49.1% |
| Admin fee / account holder | $610 | $8,607-92.9% | $6,582-90.7% | $11,252-94.6% |