Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $121,902 | $110,410+10.4% | $102,437+19.0% | $145,897-16.4% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 9.56% | 24.85%-15.3pp | 24.95%-15.4pp | 552.29%-542.7pp |
| Employer contribution / active EE | $2,124 | $4,217-49.6% | $3,871-45.1% | $4,663-54.5% |
| Participant deferral / active EE | $18,308 | $5,622+225.7% | $5,060+261.8% | $6,689+173.7% |
| Admin fee / account holder | $10,155 | $9,745+4.2% | $8,388+21.1% | $13,390-24.2% |