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 | $105,519 | $155,555-32.2% | $146,866-28.2% | $155,188-32.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.27% | 115.41%-102.1pp | 102.85%-89.6pp | 148.84%-135.6pp |
| Employer contribution / active EE | $5,676 | $4,647+22.1% | $4,425+28.3% | $4,248+33.6% |
| Participant deferral / active EE | $7,396 | $8,044-8.1% | $7,759-4.7% | $6,531+13.2% |
| Admin fee / account holder | $42,822 | $14,755+190.2% | $13,620+214.4% | $14,480+195.7% |