Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $125,164 | $213,785-41.5% | $185,441-32.5% | $155,188-19.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 15.49% | 19.97%-4.5pp | 20.16%-4.7pp | 148.84%-133.4pp |
| Employer contribution / active EE | $7,517 | $5,393+39.4% | $4,672+60.9% | $4,248+77.0% |
| Participant deferral / active EE | $9,758 | $6,864+42.2% | $6,152+58.6% | $6,531+49.4% |
| Admin fee / account holder | $7,576 | $21,134-64.2% | $17,890-57.7% | $14,480-47.7% |