Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $94,926 | $199,109-52.3% | $173,730-45.4% | $154,746-38.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.08% | 20.02%-1.9pp | 19.96%-1.9pp | 172.34%-154.3pp |
| Employer contribution / active EE | $16,248 | $5,311+205.9% | $4,577+255.0% | $4,379+271.0% |
| Participant deferral / active EE | $10,842 | $7,113+52.4% | $6,326+71.4% | $6,730+61.1% |
| Admin fee / account holder | $356 | $20,916-98.3% | $17,523-98.0% | $14,365-97.5% |