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 | $113,157 | $156,398-27.6% | $147,318-23.2% | $138,895-18.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.93% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $3,475 | $4,853-28.4% | $4,593-24.3% | $4,194-17.1% |
| Participant deferral / active EE | $4,400 | $8,237-46.6% | $7,906-44.3% | $6,396-31.2% |
| Admin fee / account holder | $50,624 | $14,976+238.0% | $13,708+269.3% | $12,562+303.0% |