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 | $111,390 | $148,623-25.1% | $135,974-18.1% | $139,466-20.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.43% | 79.30%-60.9pp | 68.30%-49.9pp | 373.66%-355.2pp |
| Employer contribution / active EE | $1,096 | $5,246-79.1% | $4,859-77.4% | $4,754-76.9% |
| Participant deferral / active EE | $4,083 | $8,103-49.6% | $7,760-47.4% | $6,712-39.2% |
| Admin fee / account holder | $7,031 | $12,406-43.3% | $10,767-34.7% | $11,409-38.4% |