Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $131,447 | $275,752-52.3% | $256,809-48.8% | $198,609-33.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 20.58% | 34.81%-14.2pp | 32.73%-12.1pp | 202.70%-182.1pp |
| Employer contribution / active EE | $10,988 | $7,721+42.3% | $7,263+51.3% | $5,055+117.4% |
| Participant deferral / active EE | $13,369 | $10,037+33.2% | $9,520+40.4% | $6,977+91.6% |
| Admin fee / account holder | $38,463 | $25,716+49.6% | $25,146+53.0% | $19,030+102.1% |