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 | $161,477 | $199,109-18.9% | $173,730-7.1% | $154,746+4.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.52% | 20.02%-5.5pp | 19.96%-5.4pp | 172.34%-157.8pp |
| Employer contribution / active EE | $5,420 | $5,311+2.1% | $4,577+18.4% | $4,379+23.8% |
| Participant deferral / active EE | $5,387 | $7,113-24.3% | $6,326-14.8% | $6,730-20.0% |
| Admin fee / account holder | $9,124 | $20,916-56.4% | $17,523-47.9% | $14,365-36.5% |