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 | $152,262 | $157,296-3.2% | $141,191+7.8% | $152,897-0.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.42% | 64.34%-45.9pp | 71.41%-53.0pp | 345.43%-327.0pp |
| Employer contribution / active EE | $3,013 | $5,262-42.7% | $4,736-36.4% | $4,764-36.7% |
| Participant deferral / active EE | $8,612 | $7,111+21.1% | $6,710+28.3% | $5,851+47.2% |
| Admin fee / account holder | $3,375 | $12,125-72.2% | $10,264-67.1% | $11,599-70.9% |