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 | $129,488 | $181,062-28.5% | $158,223-18.2% | $155,188-16.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.28% | 57.39%-42.1pp | 52.09%-36.8pp | 148.84%-133.6pp |
| Employer contribution / active EE | $2,121 | $4,565-53.5% | $4,109-48.4% | $4,248-50.1% |
| Participant deferral / active EE | $4,645 | $6,134-24.3% | $5,467-15.0% | $6,531-28.9% |
| Admin fee / account holder | $2,207 | $18,825-88.3% | $16,047-86.2% | $14,480-84.8% |