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 | $127,777 | $201,370-36.5% | $184,256-30.7% | $145,897-12.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.13% | 29.05%-18.9pp | 28.85%-18.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $19,304 | $7,024+174.8% | $6,427+200.3% | $4,663+314.0% |
| Participant deferral / active EE | $18,795 | $9,808+91.6% | $9,133+105.8% | $6,689+181.0% |
| Admin fee / account holder | $15,665 | $16,364-4.3% | $13,899+12.7% | $13,390+17.0% |