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 | $125,023 | $209,336-40.3% | $197,124-36.6% | $137,256-8.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.60% | 48.09%-32.5pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,335 | $6,591-49.4% | $6,227-46.4% | $4,156-19.8% |
| Participant deferral / active EE | $6,620 | $9,614-31.1% | $9,135-27.5% | $6,407+3.3% |
| Admin fee / account holder | $6,669 | $17,308-61.5% | $16,298-59.1% | $12,270-45.6% |