Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $131,781 | $156,398-15.7% | $147,318-10.5% | $138,895-5.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.98% | 78.75%-58.8pp | 70.43%-50.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $10,975 | $4,853+126.1% | $4,593+139.0% | $4,194+161.7% |
| Participant deferral / active EE | $26,653 | $8,237+223.6% | $7,906+237.1% | $6,396+316.7% |
| Admin fee / account holder | $15,346 | $14,976+2.5% | $13,708+11.9% | $12,562+22.2% |