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 | $182,597 | $201,372-9.3% | $184,260-0.9% | $145,884+25.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.02% | 29.04%-13.0pp | 28.84%-12.8pp | 551.85%-535.8pp |
| Employer contribution / active EE | $3,589 | $7,024-48.9% | $6,427-44.2% | $4,662-23.0% |
| Participant deferral / active EE | $10,250 | $9,808+4.5% | $9,133+12.2% | $6,690+53.2% |
| Admin fee / account holder | $507 | $16,362-96.9% | $13,898-96.4% | $13,392-96.2% |