Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $100,519 | $76,551+31.3% | $123,894-18.9% | $62,881+59.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 13.13% | 18.68%-5.5pp | 47.52%-34.4pp | 20.14%-7.0pp |
| Employer contribution / active EE | $7,372 | $2,882+155.8% | $4,617+59.7% | $2,281+223.2% |
| Participant deferral / active EE | $7,985 | $4,840+65.0% | $5,984+33.4% | $3,203+149.3% |
| Admin fee / account holder | $894 | $4,826-81.5% | $8,357-89.3% | $4,296-79.2% |