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 | $117,059 | $112,729+3.8% | $98,716+18.6% | $137,256-14.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.21% | 38.48%-21.3pp | 31.81%-14.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,675 | $2,725-38.5% | $2,279-26.5% | $4,156-59.7% |
| Participant deferral / active EE | $13,995 | $4,640+201.6% | $4,048+245.8% | $6,407+118.4% |
| Admin fee / account holder | $988 | $10,129-90.2% | $8,703-88.6% | $12,270-91.9% |