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 | $127,520 | $148,629-14.2% | $135,982-6.2% | $139,487-8.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.99% | 79.33%-64.3pp | 68.32%-53.3pp | 373.84%-358.9pp |
| Employer contribution / active EE | $4,600 | $5,247-12.3% | $4,859-5.3% | $4,755-3.2% |
| Participant deferral / active EE | $8,973 | $8,102+10.7% | $7,760+15.6% | $6,713+33.7% |
| Admin fee / account holder | $12,645 | $12,406+1.9% | $10,767+17.4% | $11,407+10.9% |