Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $118,141 | $111,814+5.7% | $103,378+14.3% | $145,978-19.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.16% | 24.80%-10.6pp | 24.91%-10.7pp | 550.52%-536.4pp |
| Employer contribution / active EE | $6,612 | $4,215+56.9% | $3,870+70.8% | $4,662+41.8% |
| Participant deferral / active EE | $12,667 | $5,618+125.5% | $5,058+150.4% | $6,690+89.3% |
| Admin fee / account holder | $1,183 | $9,764-87.9% | $8,401-85.9% | $13,400-91.2% |