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 | $118,986 | $227,399-47.7% | $189,758-37.3% | $198,609-40.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.75% | 61.03%-50.3pp | 52.62%-41.9pp | 202.70%-192.0pp |
| Employer contribution / active EE | $7,220 | $5,526+30.7% | $4,767+51.5% | $5,055+42.8% |
| Participant deferral / active EE | $18,955 | $6,837+177.3% | $5,856+223.7% | $6,977+171.7% |
| Admin fee / account holder | $9,818 | $25,162-61.0% | $20,388-51.8% | $19,030-48.4% |