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 | $94,189 | $181,062-48.0% | $158,223-40.5% | $155,188-39.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.15% | 57.39%-40.2pp | 52.09%-34.9pp | 148.84%-131.7pp |
| Employer contribution / active EE | $17,047 | $4,565+273.5% | $4,109+314.9% | $4,248+301.3% |
| Participant deferral / active EE | $6,394 | $6,134+4.2% | $5,467+17.0% | $6,531-2.1% |
| Admin fee / account holder | $3,242 | $18,825-82.8% | $16,047-79.8% | $14,480-77.6% |