Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $125,059 | $156,398-20.0% | $147,318-15.1% | $138,895-10.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.64% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $3,387 | $4,853-30.2% | $4,593-26.3% | $4,194-19.3% |
| Participant deferral / active EE | $11,818 | $8,237+43.5% | $7,906+49.5% | $6,396+84.8% |
| Admin fee / account holder | $5,631 | $14,976-62.4% | $13,708-58.9% | $12,562-55.2% |