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 | $182,345 | $289,211-37.0% | $260,467-30.0% | $198,609-8.2% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 16.37% | 112.90%-96.5pp | 100.60%-84.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $2,726 | $4,663-41.5% | $4,239-35.7% | $5,055-46.1% |
| Participant deferral / active EE | $11,374 | $6,812+67.0% | $6,319+80.0% | $6,977+63.0% |
| Admin fee / account holder | $8,682 | $16,236-46.5% | $15,461-43.8% | $19,030-54.4% |