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 | $115,917 | $134,817-14.0% | $123,973-6.5% | $155,188-25.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.13% | 515.49%-501.4pp | 388.13%-374.0pp | 148.84%-134.7pp |
| Employer contribution / active EE | $3,689 | $4,425-16.6% | $4,126-10.6% | $4,248-13.2% |
| Participant deferral / active EE | $5,926 | $5,706+3.8% | $5,247+12.9% | $6,531-9.3% |
| Admin fee / account holder | $1,683 | $13,245-87.3% | $11,799-85.7% | $14,480-88.4% |