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 | $162,498 | $114,119+42.4% | $107,187+51.6% | $138,895+17.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 11.89% | 273.21%-261.3pp | 204.55%-192.7pp | 145.39%-133.5pp |
| Employer contribution / active EE | $2,476 | $4,059-39.0% | $3,782-34.5% | $4,194-41.0% |
| Participant deferral / active EE | $5,384 | $5,538-2.8% | $5,096+5.7% | $6,396-15.8% |
| Admin fee / account holder | $9,242 | $10,024-7.8% | $9,162+0.9% | $12,562-26.4% |