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 | $119,256 | $125,797-5.2% | $170,057-29.9% | $75,177+58.6% |
| Participation rate | 98.0% | 83.6%+14.4pp | 87.0%+11.0pp | 67.2%+30.8pp |
| Annual return | 14.86% | 27.20%-12.3pp | 53.42%-38.6pp | 160.75%-145.9pp |
| Employer contribution / active EE | $6,547 | $4,616+41.8% | $6,790-3.6% | $2,671+145.1% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,311 | $8,177+50.6% | $12,826-4.0% | $5,651+117.9% |