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 | $156,270 | $165,399-5.5% | $149,745+4.4% | $158,982-1.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.01% | 348.34%-335.3pp | 276.72%-263.7pp | 302.99%-290.0pp |
| Employer contribution / active EE | $2,671 | $5,105-47.7% | $4,646-42.5% | $4,763-43.9% |
| Participant deferral / active EE | $4,006 | $7,183-44.2% | $6,843-41.5% | $5,983-33.0% |
| Admin fee / account holder | $3,994 | $10,811-63.1% | $9,312-57.1% | $11,252-64.5% |