Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $124,025 | $156,398-20.7% | $147,318-15.8% | $138,895-10.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.68% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,105 | $4,853-77.2% | $4,593-75.9% | $4,194-73.6% |
| Participant deferral / active EE | $7,943 | $8,237-3.6% | $7,906+0.5% | $6,396+24.2% |
| Admin fee / account holder | $5,092 | $14,976-66.0% | $13,708-62.9% | $12,562-59.5% |