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 | $142,643 | $165,361-13.7% | $149,715-4.7% | $158,950-10.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.38% | 348.24%-329.9pp | 276.66%-258.3pp | 302.91%-284.5pp |
| Employer contribution / active EE | $5,470 | $5,103+7.2% | $4,645+17.8% | $4,762+14.9% |
| Participant deferral / active EE | $4,420 | $7,182-38.4% | $6,842-35.4% | $5,983-26.1% |
| Admin fee / account holder | $11,699 | $10,808+8.2% | $9,310+25.7% | $11,248+4.0% |