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 | $120,845 | $104,251+15.9% | $91,004+32.8% | $147,586-18.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.73% | 27.06%-14.3pp | 4.60%+8.1pp | 578.59%-565.9pp |
| Employer contribution / active EE | $1,801 | $3,116-42.2% | $2,456-26.7% | $4,876-63.1% |
| Participant deferral / active EE | $2,546 | $4,195-39.3% | $3,548-28.2% | $5,439-53.2% |
| Admin fee / account holder | $5,587 | $8,948-37.6% | $5,417+3.1% | $10,886-48.7% |