Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $106,625 | $184,014-42.1% | $161,149-33.8% | $138,895-23.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 17.24% | 21.52%-4.3pp | 21.16%-3.9pp | 145.39%-128.2pp |
| Employer contribution / active EE | $13,410 | $5,055+165.3% | $4,360+207.6% | $4,194+219.7% |
| Participant deferral / active EE | $7,491 | $6,909+8.4% | $6,153+21.7% | $6,396+17.1% |
| Admin fee / account holder | $6,892 | $18,027-61.8% | $15,194-54.6% | $12,562-45.1% |