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 | $133,466 | $183,516-27.3% | $155,534-14.2% | $145,884-8.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.15% | 61.43%-51.3pp | 64.92%-54.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $3,865 | $5,315-27.3% | $4,675-17.3% | $4,662-17.1% |
| Participant deferral / active EE | $8,953 | $6,467+38.5% | $5,630+59.0% | $6,690+33.8% |
| Admin fee / account holder | $2,685 | $19,293-86.1% | $15,900-83.1% | $13,392-79.9% |