Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $97,714 | $162,136-39.7% | $152,301-35.8% | $154,746-36.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.68% | 91.02%-73.3pp | 80.50%-62.8pp | 172.34%-154.7pp |
| Employer contribution / active EE | $2,602 | $4,890-46.8% | $4,624-43.7% | $4,379-40.6% |
| Participant deferral / active EE | $8,664 | $8,341+3.9% | $8,004+8.3% | $6,730+28.7% |
| Admin fee / account holder | $588 | $15,759-96.3% | $14,398-95.9% | $14,365-95.9% |