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 | $153,930 | $114,119+34.9% | $107,187+43.6% | $138,895+10.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.59% | 273.21%-254.6pp | 204.55%-186.0pp | 145.39%-126.8pp |
| Employer contribution / active EE | $12,166 | $4,059+199.7% | $3,782+221.7% | $4,194+190.1% |
| Participant deferral / active EE | $10,474 | $5,538+89.1% | $5,096+105.5% | $6,396+63.7% |
| Admin fee / account holder | $6,093 | $10,024-39.2% | $9,162-33.5% | $12,562-51.5% |