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 | $114,514 | $165,399-30.8% | $149,745-23.5% | $158,982-28.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.26% | 348.34%-339.1pp | 276.72%-267.5pp | 302.99%-293.7pp |
| Employer contribution / active EE | $1,802 | $5,105-64.7% | $4,646-61.2% | $4,763-62.2% |
| Participant deferral / active EE | $3,263 | $7,183-54.6% | $6,843-52.3% | $5,983-45.5% |
| Admin fee / account holder | $387 | $10,811-96.4% | $9,312-95.8% | $11,252-96.6% |