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 | $175,019 | $107,809+62.3% | $97,032+80.4% | $155,188+12.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 15.06% | 38.06%-23.0pp | 35.38%-20.3pp | 148.84%-133.8pp |
| Employer contribution / active EE | $2,386 | $2,911-18.0% | $2,629-9.2% | $4,248-43.8% |
| Participant deferral / active EE | $8,991 | $5,129+75.3% | $4,672+92.4% | $6,531+37.7% |
| Admin fee / account holder | $2,228 | $10,717-79.2% | $9,418-76.3% | $14,480-84.6% |