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 | $147,453 | $185,312-20.4% | $161,489-8.7% | $154,746-4.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.02% | 103.84%-92.8pp | 89.72%-78.7pp | 172.34%-161.3pp |
| Employer contribution / active EE | $10,882 | $4,769+128.2% | $4,268+155.0% | $4,379+148.5% |
| Participant deferral / active EE | $5,393 | $6,350-15.1% | $5,630-4.2% | $6,730-19.9% |
| Admin fee / account holder | $6,440 | $18,654-65.5% | $16,006-59.8% | $14,365-55.2% |