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 | $136,994 | $172,111-20.4% | $150,298-8.9% | $137,256-0.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.43% | 69.37%-51.9pp | 62.79%-45.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $5,401 | $4,636+16.5% | $4,154+30.0% | $4,156+30.0% |
| Participant deferral / active EE | $6,691 | $6,166+8.5% | $5,453+22.7% | $6,407+4.4% |
| Admin fee / account holder | $693 | $16,471-95.8% | $14,116-95.1% | $12,270-94.4% |