Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $119,355 | $201,372-40.7% | $184,260-35.2% | $145,884-18.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.42% | 29.04%-16.6pp | 28.84%-16.4pp | 551.85%-539.4pp |
| Employer contribution / active EE | $8,345 | $7,024+18.8% | $6,427+29.8% | $4,662+79.0% |
| Participant deferral / active EE | $11,260 | $9,808+14.8% | $9,133+23.3% | $6,690+68.3% |
| Admin fee / account holder | $2,406 | $16,362-85.3% | $13,898-82.7% | $13,392-82.0% |