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 | $102,024 | $174,379-41.5% | $152,093-32.9% | $138,895-26.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.08% | 74.86%-60.8pp | 66.36%-52.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $2,536 | $4,652-45.5% | $4,175-39.3% | $4,194-39.5% |
| Participant deferral / active EE | $7,489 | $6,159+21.6% | $5,451+37.4% | $6,396+17.1% |
| Admin fee / account holder | $1,680 | $16,880-90.0% | $14,497-88.4% | $12,562-86.6% |