Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $130,020 | $210,698-38.3% | $178,014-27.0% | $145,959-10.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.41% | 386.27%-371.9pp | 294.80%-280.4pp | 561.95%-547.5pp |
| Employer contribution / active EE | $3,548 | $4,567-22.3% | $3,950-10.2% | $4,661-23.9% |
| Participant deferral / active EE | $21,633 | $6,958+210.9% | $6,276+244.7% | $6,689+223.4% |
| Admin fee / account holder | $771 | $12,016-93.6% | $10,362-92.6% | $13,398-94.2% |