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 | $88,895 | $156,398-43.2% | $147,318-39.7% | $138,895-36.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.23% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $4,063 | $4,853-16.3% | $4,593-11.5% | $4,194-3.1% |
| Participant deferral / active EE | $15,988 | $8,237+94.1% | $7,906+102.2% | $6,396+150.0% |
| Admin fee / account holder | $12,794 | $14,976-14.6% | $13,708-6.7% | $12,562+1.8% |