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 | $116,268 | $227,291-48.8% | $214,702-45.8% | $155,188-25.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.54% | 60.08%-42.5pp | 54.55%-37.0pp | 148.84%-131.3pp |
| Employer contribution / active EE | $3,607 | $6,772-46.7% | $6,461-44.2% | $4,248-15.1% |
| Participant deferral / active EE | $9,410 | $9,582-1.8% | $9,147+2.9% | $6,531+44.1% |
| Admin fee / account holder | $3,430 | $20,413-83.2% | $19,830-82.7% | $14,480-76.3% |