Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $93,504 | $154,228-39.4% | $145,433-35.7% | $137,256-31.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.93% | 74.59%-60.7pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $4,889 | $4,804+1.8% | $4,554+7.3% | $4,156+17.6% |
| Participant deferral / active EE | $10,418 | $8,216+26.8% | $7,897+31.9% | $6,407+62.6% |
| Admin fee / account holder | $2,557 | $14,344-82.2% | $13,129-80.5% | $12,270-79.2% |