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 | $139,738 | $155,555-10.2% | $146,866-4.9% | $155,188-10.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.48% | 115.41%-102.9pp | 102.85%-90.4pp | 148.84%-136.4pp |
| Employer contribution / active EE | $19,222 | $4,647+313.7% | $4,425+334.4% | $4,248+352.5% |
| Participant deferral / active EE | $16,810 | $8,044+109.0% | $7,759+116.6% | $6,531+157.4% |
| Admin fee / account holder | $2,425 | $14,755-83.6% | $13,620-82.2% | $14,480-83.3% |