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 | $128,793 | $157,304-18.1% | $141,197-8.8% | $152,909-15.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.98% | 64.34%-42.4pp | 71.41%-49.4pp | 345.46%-323.5pp |
| Employer contribution / active EE | $15,471 | $5,263+194.0% | $4,736+226.7% | $4,764+224.8% |
| Participant deferral / active EE | $11,643 | $7,111+63.7% | $6,710+73.5% | $5,851+99.0% |
| Admin fee / account holder | $2,568 | $12,126-78.8% | $10,265-75.0% | $11,601-77.9% |