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 | $106,265 | $154,228-31.1% | $145,433-26.9% | $137,256-22.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.53% | 74.59%-58.1pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $4,456 | $4,804-7.3% | $4,554-2.2% | $4,156+7.2% |
| Participant deferral / active EE | $8,067 | $8,216-1.8% | $7,897+2.1% | $6,407+25.9% |
| Admin fee / account holder | $3,331 | $14,344-76.8% | $13,129-74.6% | $12,270-72.9% |