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 | $129,368 | $96,731+33.7% | $123,973+4.4% | $86,983+48.7% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 15.18% | 17.33%-2.1pp | 388.13%-372.9pp | 25.83%-10.6pp |
| Employer contribution / active EE | $3,123 | $3,297-5.3% | $4,126-24.3% | $2,584+20.8% |
| Participant deferral / active EE | $7,087 | $4,152+70.7% | $5,247+35.1% | $4,194+69.0% |
| Admin fee / account holder | $11,222 | $8,722+28.7% | $11,799-4.9% | $7,856+42.8% |