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 | $125,563 | $174,379-28.0% | $152,093-17.4% | $138,895-9.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.69% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $4,703 | $4,652+1.1% | $4,175+12.7% | $4,194+12.1% |
| Participant deferral / active EE | $10,185 | $6,159+65.4% | $5,451+86.8% | $6,396+59.2% |
| Admin fee / account holder | $769 | $16,880-95.4% | $14,497-94.7% | $12,562-93.9% |