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 | $87,309 | $156,398-44.2% | $147,318-40.7% | $138,895-37.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.22% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $7,263 | $4,853+49.6% | $4,593+58.1% | $4,194+73.2% |
| Participant deferral / active EE | $10,760 | $8,237+30.6% | $7,906+36.1% | $6,396+68.2% |
| Admin fee / account holder | $3,619 | $14,976-75.8% | $13,708-73.6% | $12,562-71.2% |