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 | $132,775 | $125,237+6.0% | $105,608+25.7% | $145,877-9.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.55% | 225.76%-217.2pp | 116.50%-108.0pp | 551.28%-542.7pp |
| Employer contribution / active EE | $4,788 | $3,720+28.7% | $3,167+51.2% | $4,663+2.7% |
| Participant deferral / active EE | $2,565 | $5,711-55.1% | $5,010-48.8% | $6,691-61.7% |
| Admin fee / account holder | $25,580 | $17,287+48.0% | $11,028+132.0% | $13,402+90.9% |