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 | $93,727 | $192,737-51.4% | $142,460-34.2% | $139,456-32.8% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 19.47% | 17.99%+1.5pp | 19.99%-0.5pp | 373.45%-354.0pp |
| Employer contribution / active EE | $2,583 | $5,806-55.5% | $4,847-46.7% | $4,753-45.7% |
| Participant deferral / active EE | $8,527 | $7,208+18.3% | $6,283+35.7% | $6,711+27.0% |
| Admin fee / account holder | $2,934 | $15,125-80.6% | $10,011-70.7% | $11,407-74.3% |