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 | $93,620 | $201,372-53.5% | $184,260-49.2% | $145,884-35.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.81% | 29.04%-10.2pp | 28.84%-10.0pp | 551.85%-533.0pp |
| Employer contribution / active EE | $9,476 | $7,024+34.9% | $6,427+47.4% | $4,662+103.2% |
| Participant deferral / active EE | $22,774 | $9,808+132.2% | $9,133+149.4% | $6,690+240.4% |
| Admin fee / account holder | $9,671 | $16,362-40.9% | $13,898-30.4% | $13,392-27.8% |