Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $132,284 | $209,336-36.8% | $197,124-32.9% | $137,256-3.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.52% | 48.09%-32.6pp | 44.34%-28.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $7,328 | $6,591+11.2% | $6,227+17.7% | $4,156+76.3% |
| Participant deferral / active EE | $23,373 | $9,614+143.1% | $9,135+155.9% | $6,407+264.8% |
| Admin fee / account holder | $10,569 | $17,308-38.9% | $16,298-35.2% | $12,270-13.9% |