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 | $134,415 | $209,336-35.8% | $197,124-31.8% | $137,256-2.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.04% | 48.09%-32.0pp | 44.34%-28.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $8,083 | $6,591+22.6% | $6,227+29.8% | $4,156+94.5% |
| Participant deferral / active EE | $16,676 | $9,614+73.4% | $9,135+82.6% | $6,407+160.3% |
| Admin fee / account holder | $15,611 | $17,308-9.8% | $16,298-4.2% | $12,270+27.2% |