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 | $121,478 | $154,228-21.2% | $145,433-16.5% | $137,256-11.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.84% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $11,209 | $4,804+133.3% | $4,554+146.1% | $4,156+169.7% |
| Participant deferral / active EE | $13,520 | $8,216+64.5% | $7,897+71.2% | $6,407+111.0% |
| Admin fee / account holder | $10,737 | $14,344-25.1% | $13,129-18.2% | $12,270-12.5% |