Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $138,619 | $124,314+11.5% | $109,163+27.0% | $167,518-17.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.47% | 26.04%-13.6pp | 25.75%-13.3pp | 478.71%-466.2pp |
| Employer contribution / active EE | $5,629 | $4,209+33.7% | $3,723+51.2% | $4,838+16.3% |
| Participant deferral / active EE | $7,537 | $5,256+43.4% | $4,654+62.0% | $6,342+18.8% |
| Admin fee / account holder | $608 | $7,973-92.4% | $6,754-91.0% | $12,312-95.1% |