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 | $138,964 | $165,399-16.0% | $149,745-7.2% | $158,982-12.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.25% | 348.34%-336.1pp | 276.72%-264.5pp | 302.99%-290.7pp |
| Employer contribution / active EE | $11,717 | $5,105+129.5% | $4,646+152.2% | $4,763+146.0% |
| Participant deferral / active EE | $7,756 | $7,183+8.0% | $6,843+13.3% | $5,983+29.6% |
| Admin fee / account holder | $5,495 | $10,811-49.2% | $9,312-41.0% | $11,252-51.2% |