Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $107,674 | $227,291-52.6% | $214,702-49.8% | $155,188-30.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.14% | 60.08%-41.9pp | 54.55%-36.4pp | 148.84%-130.7pp |
| Employer contribution / active EE | $4,585 | $6,772-32.3% | $6,461-29.0% | $4,248+7.9% |
| Participant deferral / active EE | $10,220 | $9,582+6.7% | $9,147+11.7% | $6,531+56.5% |
| Admin fee / account holder | $1,803 | $20,413-91.2% | $19,830-90.9% | $14,480-87.5% |