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 | $102,681 | $114,119-10.0% | $107,187-4.2% | $138,895-26.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.34% | 273.21%-254.9pp | 204.55%-186.2pp | 145.39%-127.1pp |
| Employer contribution / active EE | $7,715 | $4,059+90.1% | $3,782+104.0% | $4,194+83.9% |
| Participant deferral / active EE | $7,151 | $5,538+29.1% | $5,096+40.3% | $6,396+11.8% |
| Admin fee / account holder | $1,481 | $10,024-85.2% | $9,162-83.8% | $12,562-88.2% |