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 | $122,266 | $118,467+3.2% | $98,450+24.2% | $139,456-12.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 9.11% | 18.95%-9.8pp | 21.16%-12.1pp | 373.45%-364.3pp |
| Employer contribution / active EE | $12,357 | $3,611+242.2% | $3,049+305.3% | $4,753+160.0% |
| Participant deferral / active EE | $9,475 | $5,393+75.7% | $4,739+99.9% | $6,711+41.2% |
| Admin fee / account holder | $19,025 | $14,057+35.3% | $8,961+112.3% | $11,407+66.8% |