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 | $115,793 | $198,457-41.7% | $170,435-32.1% | $147,586-21.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.31% | 257.30%-232.0pp | 205.94%-180.6pp | 578.59%-553.3pp |
| Employer contribution / active EE | $3,552 | $6,183-42.6% | $5,432-34.6% | $4,876-27.2% |
| Participant deferral / active EE | $6,424 | $5,629+14.1% | $4,939+30.1% | $5,439+18.1% |
| Admin fee / account holder | $1,510 | $16,852-91.0% | $13,881-89.1% | $10,886-86.1% |