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 | $105,963 | $183,592-42.3% | $155,574-31.9% | $145,877-27.4% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 16.01% | 61.37%-45.4pp | 64.87%-48.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $7,458 | $5,317+40.3% | $4,676+59.5% | $4,663+60.0% |
| Participant deferral / active EE | $8,900 | $6,466+37.6% | $5,629+58.1% | $6,691+33.0% |
| Admin fee / account holder | $5,845 | $19,316-69.7% | $15,914-63.3% | $13,402-56.4% |