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 | $115,321 | $176,786-34.8% | $146,643-21.4% | $167,536-31.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.75% | 24.04%-10.3pp | 22.75%-9.0pp | 478.82%-465.1pp |
| Employer contribution / active EE | $9,945 | $5,161+92.7% | $4,137+140.4% | $4,839+105.5% |
| Participant deferral / active EE | $9,207 | $6,440+43.0% | $5,506+67.2% | $6,342+45.2% |
| Admin fee / account holder | $4,709 | $13,262-64.5% | $10,280-54.2% | $12,315-61.8% |