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 | $117,125 | $166,131-29.5% | $164,975-29.0% | $145,877-19.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.06% | 100.37%-90.3pp | 70.12%-60.1pp | 551.28%-541.2pp |
| Employer contribution / active EE | $6,149 | $5,276+16.5% | $4,343+41.6% | $4,663+31.9% |
| Participant deferral / active EE | $10,230 | $6,962+46.9% | $6,033+69.6% | $6,691+52.9% |
| Admin fee / account holder | $2,593 | $16,648-84.4% | $12,688-79.6% | $13,402-80.7% |