Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $174,636 | $211,224-17.3% | $178,505-2.2% | $145,897+19.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.15% | 30.28%-10.1pp | 27.16%-7.0pp | 552.29%-532.1pp |
| Employer contribution / active EE | $3,616 | $4,577-21.0% | $3,955-8.6% | $4,663-22.4% |
| Participant deferral / active EE | $2,763 | $6,966-60.3% | $6,280-56.0% | $6,689-58.7% |
| Admin fee / account holder | $1,096 | $12,109-91.0% | $10,428-89.5% | $13,390-91.8% |