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 | $120,512 | $156,398-22.9% | $147,318-18.2% | $138,895-13.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.94% | 78.75%-58.8pp | 70.43%-50.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $2,651 | $4,853-45.4% | $4,593-42.3% | $4,194-36.8% |
| Participant deferral / active EE | $2,860 | $8,237-65.3% | $7,906-63.8% | $6,396-55.3% |
| Admin fee / account holder | $3,748 | $14,976-75.0% | $13,708-72.7% | $12,562-70.2% |