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 | $116,436 | $157,304-26.0% | $141,197-17.5% | $152,909-23.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.59% | 64.34%-40.8pp | 71.41%-47.8pp | 345.46%-321.9pp |
| Employer contribution / active EE | $2,243 | $5,263-57.4% | $4,736-52.6% | $4,764-52.9% |
| Participant deferral / active EE | $8,142 | $7,111+14.5% | $6,710+21.3% | $5,851+39.1% |
| Admin fee / account holder | $690 | $12,126-94.3% | $10,265-93.3% | $11,601-94.1% |