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 | $124,015 | $227,399-45.5% | $189,758-34.6% | $198,609-37.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.13% | 61.03%-45.9pp | 52.62%-37.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $1,556 | $5,526-71.8% | $4,767-67.3% | $5,055-69.2% |
| Participant deferral / active EE | $5,085 | $6,837-25.6% | $5,856-13.2% | $6,977-27.1% |
| Admin fee / account holder | $1,702 | $25,162-93.2% | $20,388-91.7% | $19,030-91.1% |