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 | $74,006 | $181,062-59.1% | $158,223-53.2% | $155,188-52.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.78% | 57.39%-43.6pp | 52.09%-38.3pp | 148.84%-135.1pp |
| Employer contribution / active EE | $4,913 | $4,565+7.6% | $4,109+19.6% | $4,248+15.7% |
| Participant deferral / active EE | $5,764 | $6,134-6.0% | $5,467+5.4% | $6,531-11.7% |
| Admin fee / account holder | $7,211 | $18,825-61.7% | $16,047-55.1% | $14,480-50.2% |