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 | $112,392 | $115,225-2.5% | $100,712+11.6% | $138,895-19.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 11.25% | 40.35%-29.1pp | 33.27%-22.0pp | 145.39%-134.1pp |
| Employer contribution / active EE | $9,126 | $2,771+229.3% | $2,313+294.6% | $4,194+117.6% |
| Participant deferral / active EE | $4,180 | $4,699-11.0% | $4,085+2.3% | $6,396-34.6% |
| Admin fee / account holder | $45,978 | $10,844+324.0% | $9,256+396.7% | $12,562+266.0% |