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 | $99,730 | $196,972-49.4% | $182,262-45.3% | $198,609-49.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.32% | 158.27%-142.0pp | 140.60%-124.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $2,210 | $5,364-58.8% | $5,046-56.2% | $5,055-56.3% |
| Participant deferral / active EE | $8,648 | $8,643+0.1% | $8,276+4.5% | $6,977+24.0% |
| Admin fee / account holder | $8,706 | $18,429-52.8% | $16,712-47.9% | $19,030-54.3% |