Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $125,789 | $185,830-32.3% | $170,004-26.0% | $139,427-9.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.28% | 60.52%-47.2pp | 53.39%-40.1pp | 373.27%-360.0pp |
| Employer contribution / active EE | $4,707 | $7,591-38.0% | $6,786-30.6% | $4,752-0.9% |
| Participant deferral / active EE | $9,680 | $11,622-16.7% | $10,408-7.0% | $6,711+44.2% |
| Admin fee / account holder | $5,671 | $15,381-63.1% | $12,816-55.7% | $11,404-50.3% |