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 | $150,095 | $106,524+40.9% | $152,301-1.4% | $87,485+71.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 23.44% | 26.89%-3.5pp | 80.50%-57.1pp | 26.06%-2.6pp |
| Employer contribution / active EE | $5,862 | $3,371+73.9% | $4,624+26.8% | $2,596+125.8% |
| Participant deferral / active EE | $9,616 | $6,525+47.4% | $8,004+20.1% | $4,274+125.0% |
| Admin fee / account holder | $3,832 | $8,287-53.8% | $14,398-73.4% | $7,775-50.7% |