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 | $105,020 | $184,014-42.9% | $161,149-34.8% | $138,895-24.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 15.94% | 21.52%-5.6pp | 21.16%-5.2pp | 145.39%-129.5pp |
| Employer contribution / active EE | $9,711 | $5,055+92.1% | $4,360+122.7% | $4,194+131.5% |
| Participant deferral / active EE | $5,768 | $6,909-16.5% | $6,153-6.3% | $6,396-9.8% |
| Admin fee / account holder | $3,614 | $18,027-79.9% | $15,194-76.2% | $12,562-71.2% |