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 | $125,081 | $183,516-31.8% | $155,534-19.6% | $145,884-14.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.80% | 61.43%-47.6pp | 64.92%-51.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,528 | $5,315-71.3% | $4,675-67.3% | $4,662-67.2% |
| Participant deferral / active EE | $5,279 | $6,467-18.4% | $5,630-6.2% | $6,690-21.1% |
| Admin fee / account holder | $563 | $19,293-97.1% | $15,900-96.5% | $13,392-95.8% |