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 | $106,075 | $176,786-40.0% | $146,643-27.7% | $167,536-36.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.75% | 24.04%-13.3pp | 22.75%-12.0pp | 478.82%-468.1pp |
| Employer contribution / active EE | $5,980 | $5,161+15.9% | $4,137+44.6% | $4,839+23.6% |
| Participant deferral / active EE | $7,120 | $6,440+10.6% | $5,506+29.3% | $6,342+12.3% |
| Admin fee / account holder | $2,228 | $13,262-83.2% | $10,280-78.3% | $12,315-81.9% |