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 | $156,288 | $106,588+46.6% | $94,215+65.9% | $155,188+0.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 9.26% | 29.39%-20.1pp | 28.22%-19.0pp | 148.84%-139.6pp |
| Employer contribution / active EE | $14,875 | $3,080+383.0% | $2,675+456.0% | $4,248+250.2% |
| Participant deferral / active EE | $8,438 | $4,802+75.7% | $4,276+97.3% | $6,531+29.2% |
| Admin fee / account holder | $2,035 | $12,281-83.4% | $10,216-80.1% | $14,480-85.9% |