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 | $140,156 | $157,276-10.9% | $141,177-0.7% | $152,885-8.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.72% | 64.33%-43.6pp | 71.40%-50.7pp | 345.39%-324.7pp |
| Employer contribution / active EE | $1,781 | $5,262-66.2% | $4,736-62.4% | $4,763-62.6% |
| Participant deferral / active EE | $7,010 | $7,110-1.4% | $6,710+4.5% | $5,851+19.8% |
| Admin fee / account holder | $18,844 | $12,123+55.4% | $10,263+83.6% | $11,598+62.5% |