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 | $122,886 | $111,814+9.9% | $103,378+18.9% | $145,978-15.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.79% | 24.80%-15.0pp | 24.91%-15.1pp | 550.52%-540.7pp |
| Employer contribution / active EE | $2,139 | $4,215-49.3% | $3,870-44.7% | $4,662-54.1% |
| Participant deferral / active EE | $5,748 | $5,618+2.3% | $5,058+13.7% | $6,690-14.1% |
| Admin fee / account holder | $1,138 | $9,764-88.3% | $8,401-86.5% | $13,400-91.5% |