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 | $138,258 | $165,399-16.4% | $149,745-7.7% | $158,982-13.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.99% | 348.34%-328.3pp | 276.72%-256.7pp | 302.99%-283.0pp |
| Employer contribution / active EE | $4,823 | $5,105-5.5% | $4,646+3.8% | $4,763+1.3% |
| Participant deferral / active EE | $7,302 | $7,183+1.7% | $6,843+6.7% | $5,983+22.0% |
| Admin fee / account holder | $2,781 | $10,811-74.3% | $9,312-70.1% | $11,252-75.3% |