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 | $105,877 | $228,395-53.6% | $185,861-43.0% | $158,982-33.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.30% | 40.82%-22.5pp | 35.96%-17.7pp | 302.99%-284.7pp |
| Employer contribution / active EE | $4,804 | $4,968-3.3% | $4,088+17.5% | $4,763+0.9% |
| Participant deferral / active EE | $8,089 | $6,417+26.0% | $5,634+43.6% | $5,983+35.2% |
| Admin fee / account holder | $311 | $11,869-97.4% | $9,503-96.7% | $11,252-97.2% |