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 | $98,044 | $154,228-36.4% | $145,433-32.6% | $137,256-28.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.32% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,982 | $4,804-37.9% | $4,554-34.5% | $4,156-28.2% |
| Participant deferral / active EE | $11,741 | $8,216+42.9% | $7,897+48.7% | $6,407+83.3% |
| Admin fee / account holder | $3,858 | $14,344-73.1% | $13,129-70.6% | $12,270-68.6% |