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 | $147,646 | $183,592-19.6% | $155,567-5.1% | $145,959+1.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.78% | 61.24%-50.5pp | 64.74%-54.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,529 | $5,315-71.2% | $4,674-67.3% | $4,661-67.2% |
| Participant deferral / active EE | $14,201 | $6,464+119.7% | $5,628+152.3% | $6,689+112.3% |
| Admin fee / account holder | $4,080 | $19,318-78.9% | $15,916-74.4% | $13,398-69.5% |