Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $155,720 | $223,823-30.4% | $211,142-26.2% | $154,746+0.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.49% | 50.39%-31.9pp | 46.84%-28.3pp | 172.34%-153.8pp |
| Employer contribution / active EE | $5,989 | $6,787-11.8% | $6,442-7.0% | $4,379+36.8% |
| Participant deferral / active EE | $8,608 | $9,750-11.7% | $9,284-7.3% | $6,730+27.9% |
| Admin fee / account holder | $570 | $19,707-97.1% | $19,076-97.0% | $14,365-96.0% |