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 | $139,082 | $165,351-15.9% | $149,710-7.1% | $158,931-12.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.56% | 348.19%-338.6pp | 276.63%-267.1pp | 302.86%-293.3pp |
| Employer contribution / active EE | $6,889 | $5,103+35.0% | $4,645+48.3% | $4,761+44.7% |
| Participant deferral / active EE | $6,272 | $7,181-12.7% | $6,842-8.3% | $5,982+4.8% |
| Admin fee / account holder | $811 | $10,807-92.5% | $9,309-91.3% | $11,247-92.8% |