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 | $126,469 | $116,203+8.8% | $93,621+35.1% | $152,909-17.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 11.18% | 35.96%-24.8pp | 32.76%-21.6pp | 345.46%-334.3pp |
| Employer contribution / active EE | $5,459 | $3,219+69.6% | $2,719+100.8% | $4,764+14.6% |
| Participant deferral / active EE | $6,741 | $4,605+46.4% | $4,070+65.6% | $5,851+15.2% |
| Admin fee / account holder | $22,057 | $10,751+105.2% | $7,890+179.6% | $11,601+90.1% |