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 | $56,103 | $185,312-69.7% | $161,489-65.3% | $154,746-63.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.80% | 103.84%-93.0pp | 89.72%-78.9pp | 172.34%-161.5pp |
| Employer contribution / active EE | $6,367 | $4,769+33.5% | $4,268+49.2% | $4,379+45.4% |
| Participant deferral / active EE | $3,573 | $6,350-43.7% | $5,630-36.5% | $6,730-46.9% |
| Admin fee / account holder | $12,942 | $18,654-30.6% | $16,006-19.1% | $14,365-9.9% |