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 | $122,005 | $181,062-32.6% | $158,223-22.9% | $155,188-21.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 26.35% | 57.39%-31.0pp | 52.09%-25.7pp | 148.84%-122.5pp |
| Employer contribution / active EE | $9,775 | $4,565+114.1% | $4,109+137.9% | $4,248+130.1% |
| Participant deferral / active EE | $8,073 | $6,134+31.6% | $5,467+47.7% | $6,531+23.6% |
| Admin fee / account holder | $6,852 | $18,825-63.6% | $16,047-57.3% | $14,480-52.7% |