Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $129,332 | $160,040-19.2% | $147,096-12.1% | $145,877-11.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.48% | 98.49%-87.0pp | 419.75%-408.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $5,698 | $5,289+7.7% | $4,936+15.4% | $4,663+22.2% |
| Participant deferral / active EE | $13,005 | $8,429+54.3% | $8,071+61.1% | $6,691+94.4% |
| Admin fee / account holder | $2,972 | $15,050-80.3% | $13,005-77.1% | $13,402-77.8% |