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 | $112,523 | $110,240+2.1% | $96,544+16.6% | $139,487-19.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.53% | 26.41%-12.9pp | 25.88%-12.3pp | 373.84%-360.3pp |
| Employer contribution / active EE | $7,160 | $3,622+97.7% | $2,966+141.4% | $4,755+50.6% |
| Participant deferral / active EE | $5,941 | $5,549+7.1% | $4,851+22.5% | $6,713-11.5% |
| Admin fee / account holder | $10,036 | $11,602-13.5% | $8,254+21.6% | $11,407-12.0% |