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 | $109,222 | $165,399-34.0% | $149,745-27.1% | $158,982-31.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.90% | 348.34%-334.4pp | 276.72%-262.8pp | 302.99%-289.1pp |
| Employer contribution / active EE | $4,394 | $5,105-13.9% | $4,646-5.4% | $4,763-7.7% |
| Participant deferral / active EE | $8,081 | $7,183+12.5% | $6,843+18.1% | $5,983+35.0% |
| Admin fee / account holder | $762 | $10,811-93.0% | $9,312-91.8% | $11,252-93.2% |