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 | $154,729 | $217,432-28.8% | $185,849-16.7% | $167,536-7.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.05% | 148.42%-130.4pp | 122.10%-104.0pp | 478.82%-460.8pp |
| Employer contribution / active EE | $3,107 | $5,875-47.1% | $5,169-39.9% | $4,839-35.8% |
| Participant deferral / active EE | $10,694 | $6,357+68.2% | $5,569+92.0% | $6,342+68.6% |
| Admin fee / account holder | $10,278 | $19,818-48.1% | $16,244-36.7% | $12,315-16.5% |