Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $94,750 | $185,312-48.9% | $161,489-41.3% | $154,746-38.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.04% | 103.84%-85.8pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $7,316 | $4,769+53.4% | $4,268+71.4% | $4,379+67.1% |
| Participant deferral / active EE | $6,313 | $6,350-0.6% | $5,630+12.1% | $6,730-6.2% |
| Admin fee / account holder | $712 | $18,654-96.2% | $16,006-95.6% | $14,365-95.0% |