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 | $120,834 | $157,304-23.2% | $141,197-14.4% | $152,909-21.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.86% | 64.34%-44.5pp | 71.41%-51.5pp | 345.46%-325.6pp |
| Employer contribution / active EE | $6,771 | $5,263+28.7% | $4,736+43.0% | $4,764+42.1% |
| Participant deferral / active EE | $6,327 | $7,111-11.0% | $6,710-5.7% | $5,851+8.1% |
| Admin fee / account holder | $676 | $12,126-94.4% | $10,265-93.4% | $11,601-94.2% |