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 | $77,064 | $154,228-50.0% | $145,433-47.0% | $137,256-43.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.12% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,005 | $4,804-79.1% | $4,554-77.9% | $4,156-75.8% |
| Participant deferral / active EE | $7,163 | $8,216-12.8% | $7,897-9.3% | $6,407+11.8% |
| Admin fee / account holder | $17,981 | $14,344+25.4% | $13,129+37.0% | $12,270+46.5% |