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 | $137,213 | $209,874-34.6% | $189,537-27.6% | $167,536-18.1% |
| Participation rate | 88.9% | 88.7%+0.2pp | 87.8%+1.1pp | 82.1%+6.8pp |
| Annual return | 11.73% | 748.61%-736.9pp | 555.34%-543.6pp | 478.82%-467.1pp |
| Employer contribution / active EE | $6,343 | $6,913-8.2% | $6,161+3.0% | $4,839+31.1% |
| Participant deferral / active EE | $8,511 | $8,934-4.7% | $8,220+3.5% | $6,342+34.2% |
| Admin fee / account holder | $936 | $14,299-93.5% | $12,048-92.2% | $12,315-92.4% |