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 | $93,150 | $196,972-52.7% | $182,262-48.9% | $198,609-53.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.76% | 158.27%-140.5pp | 140.60%-122.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $10,021 | $5,364+86.8% | $5,046+98.6% | $5,055+98.2% |
| Participant deferral / active EE | $13,425 | $8,643+55.3% | $8,276+62.2% | $6,977+92.4% |
| Admin fee / account holder | $16,169 | $18,429-12.3% | $16,712-3.2% | $19,030-15.0% |