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 | $128,393 | $78,707+63.1% | $117,861+8.9% | $70,126+83.1% |
| Participation rate | 96.4% | 73.2%+23.2pp | 79.7%+16.8pp | 69.5%+26.9pp |
| Annual return | 12.91% | 23.30%-10.4pp | 335.11%-322.2pp | 73.15%-60.2pp |
| Employer contribution / active EE | $2,143 | $2,223-3.6% | $3,786-43.4% | $2,343-8.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,416 | $5,066+26.7% | $8,021-20.0% | $4,645+38.1% |