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 | $83,032 | $181,062-54.1% | $158,223-47.5% | $155,188-46.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.34% | 57.39%-41.0pp | 52.09%-35.7pp | 148.84%-132.5pp |
| Employer contribution / active EE | $2,626 | $4,565-42.5% | $4,109-36.1% | $4,248-38.2% |
| Participant deferral / active EE | $6,748 | $6,134+10.0% | $5,467+23.4% | $6,531+3.3% |
| Admin fee / account holder | $9,883 | $18,825-47.5% | $16,047-38.4% | $14,480-31.7% |