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 | $99,735 | $208,088-52.1% | $186,193-46.4% | $154,746-35.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 13.88% | 89.97%-76.1pp | 78.03%-64.2pp | 172.34%-158.5pp |
| Employer contribution / active EE | $501 | $4,340-88.4% | $3,918-87.2% | $4,379-88.6% |
| Participant deferral / active EE | $7,091 | $7,078+0.2% | $6,513+8.9% | $6,730+5.4% |
| Admin fee / account holder | $1,465 | $11,698-87.5% | $11,058-86.8% | $14,365-89.8% |