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 | $81,069 | $172,111-52.9% | $150,298-46.1% | $137,256-40.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.76% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,413 | $4,636-26.4% | $4,154-17.8% | $4,156-17.9% |
| Participant deferral / active EE | $6,957 | $6,166+12.8% | $5,453+27.6% | $6,407+8.6% |
| Admin fee / account holder | $1,384 | $16,471-91.6% | $14,116-90.2% | $12,270-88.7% |