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 | $135,634 | $110,278+23.0% | $95,740+41.7% | $139,466-2.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.03% | 27.19%-13.2pp | 28.41%-14.4pp | 373.66%-359.6pp |
| Employer contribution / active EE | $3,091 | $3,260-5.2% | $2,836+9.0% | $4,754-35.0% |
| Participant deferral / active EE | $24,668 | $4,674+427.7% | $4,244+481.3% | $6,712+267.5% |
| Admin fee / account holder | $16,398 | $6,613+148.0% | $5,676+188.9% | $11,409+43.7% |