Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $121,069 | $154,228-21.5% | $145,433-16.8% | $137,256-11.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.65% | 74.59%-44.9pp | 66.58%-36.9pp | 220.34%-190.7pp |
| Employer contribution / active EE | $7,730 | $4,804+60.9% | $4,554+69.7% | $4,156+86.0% |
| Participant deferral / active EE | $12,371 | $8,216+50.6% | $7,897+56.7% | $6,407+93.1% |
| Admin fee / account holder | $3,474 | $14,344-75.8% | $13,129-73.5% | $12,270-71.7% |