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 | $131,124 | $148,629-11.8% | $135,982-3.6% | $139,487-6.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.13% | 79.33%-56.2pp | 68.32%-45.2pp | 373.84%-350.7pp |
| Employer contribution / active EE | $3,234 | $5,247-38.4% | $4,859-33.4% | $4,755-32.0% |
| Participant deferral / active EE | $4,837 | $8,102-40.3% | $7,760-37.7% | $6,713-27.9% |
| Admin fee / account holder | $1,638 | $12,406-86.8% | $10,767-84.8% | $11,407-85.6% |