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 | $134,115 | $103,164+30.0% | $90,259+48.6% | $154,746-13.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 14.60% | 19.25%-4.7pp | 18.88%-4.3pp | 172.34%-157.7pp |
| Employer contribution / active EE | $12,282 | $2,532+385.2% | $2,291+436.0% | $4,379+180.5% |
| Participant deferral / active EE | $5,389 | $4,422+21.9% | $3,827+40.8% | $6,730-19.9% |
| Admin fee / account holder | $73,523 | $8,593+755.6% | $7,267+911.7% | $14,365+411.8% |