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 | $120,368 | $113,339+6.2% | $94,993+26.7% | $147,585-18.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 14.45% | 20.77%-6.3pp | 27.12%-12.7pp | 578.57%-564.1pp |
| Employer contribution / active EE | $1,883 | $3,160-40.4% | $2,603-27.7% | $4,876-61.4% |
| Participant deferral / active EE | $4,134 | $3,777+9.4% | $3,317+24.6% | $5,439-24.0% |
| Admin fee / account holder | $1,195 | $6,063-80.3% | $4,960-75.9% | $10,885-89.0% |