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 | $124,267 | $162,821-23.7% | $133,978-7.2% | $158,982-21.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.12% | 41.95%-31.8pp | 45.10%-35.0pp | 302.99%-292.9pp |
| Employer contribution / active EE | $4,933 | $4,976-0.9% | $3,919+25.9% | $4,763+3.6% |
| Participant deferral / active EE | $16,824 | $5,910+184.7% | $5,047+233.3% | $5,983+181.2% |
| Admin fee / account holder | $1,738 | $11,742-85.2% | $8,930-80.5% | $11,252-84.5% |