Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $83,437 | $165,399-49.6% | $149,745-44.3% | $158,982-47.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.50% | 348.34%-333.8pp | 276.72%-262.2pp | 302.99%-288.5pp |
| Employer contribution / active EE | $4,589 | $5,105-10.1% | $4,646-1.2% | $4,763-3.6% |
| Participant deferral / active EE | $13,078 | $7,183+82.1% | $6,843+91.1% | $5,983+118.6% |
| Admin fee / account holder | $909 | $10,811-91.6% | $9,312-90.2% | $11,252-91.9% |