Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $131,266 | $156,398-16.1% | $147,318-10.9% | $138,895-5.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.87% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.5pp |
| Employer contribution / active EE | $3,200 | $4,853-34.1% | $4,593-30.3% | $4,194-23.7% |
| Participant deferral / active EE | $20,667 | $8,237+150.9% | $7,906+161.4% | $6,396+223.1% |
| Admin fee / account holder | $17,869 | $14,976+19.3% | $13,708+30.4% | $12,562+42.2% |