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 | $78,274 | $197,594-60.4% | $177,822-56.0% | $158,931-50.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.27% | 58.76%-34.5pp | 48.32%-24.0pp | 302.86%-278.6pp |
| Employer contribution / active EE | $6,831 | $6,697+2.0% | $5,918+15.4% | $4,761+43.5% |
| Participant deferral / active EE | $3,984 | $8,405-52.6% | $7,714-48.4% | $5,982-33.4% |
| Admin fee / account holder | $527 | $15,400-96.6% | $12,428-95.8% | $11,247-95.3% |