Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $111,833 | $201,370-44.5% | $184,256-39.3% | $145,897-23.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.51% | 29.05%-13.5pp | 28.85%-13.3pp | 552.29%-536.8pp |
| Employer contribution / active EE | $3,965 | $7,024-43.5% | $6,427-38.3% | $4,663-15.0% |
| Participant deferral / active EE | $14,220 | $9,808+45.0% | $9,133+55.7% | $6,689+112.6% |
| Admin fee / account holder | $1,886 | $16,364-88.5% | $13,899-86.4% | $13,390-85.9% |