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 | $132,175 | $157,304-16.0% | $141,197-6.4% | $152,909-13.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.98% | 64.34%-40.4pp | 71.41%-47.4pp | 345.46%-321.5pp |
| Employer contribution / active EE | $8,892 | $5,263+69.0% | $4,736+87.8% | $4,764+86.7% |
| Participant deferral / active EE | $9,768 | $7,111+37.4% | $6,710+45.6% | $5,851+66.9% |
| Admin fee / account holder | $329 | $12,126-97.3% | $10,265-96.8% | $11,601-97.2% |