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 | $149,569 | $176,794-15.4% | $146,647+2.0% | $167,553-10.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.84% | 24.04%-14.2pp | 22.75%-12.9pp | 478.89%-469.0pp |
| Employer contribution / active EE | $4,724 | $5,161-8.5% | $4,137+14.2% | $4,840-2.4% |
| Participant deferral / active EE | $9,761 | $6,440+51.6% | $5,506+77.3% | $6,343+53.9% |
| Admin fee / account holder | $3,822 | $13,262-71.2% | $10,281-62.8% | $12,316-69.0% |