Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $105,900 | $178,174-40.6% | $156,181-32.2% | $137,256-22.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.98% | 84.19%-64.2pp | 64.87%-44.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $5,832 | $4,972+17.3% | $4,294+35.8% | $4,156+40.3% |
| Participant deferral / active EE | $12,897 | $6,888+87.2% | $6,132+110.3% | $6,407+101.3% |
| Admin fee / account holder | $13,003 | $17,404-25.3% | $14,586-10.9% | $12,270+6.0% |