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 | $125,022 | $227,399-45.0% | $189,758-34.1% | $198,609-37.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.21% | 61.03%-47.8pp | 52.62%-39.4pp | 202.70%-189.5pp |
| Employer contribution / active EE | $6,110 | $5,526+10.6% | $4,767+28.2% | $5,055+20.9% |
| Participant deferral / active EE | $10,010 | $6,837+46.4% | $5,856+70.9% | $6,977+43.5% |
| Admin fee / account holder | $558 | $25,162-97.8% | $20,388-97.3% | $19,030-97.1% |