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 | $138,850 | $201,264-31.0% | $184,185-24.6% | $145,978-4.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.23% | 29.00%-17.8pp | 28.81%-17.6pp | 550.52%-539.3pp |
| Employer contribution / active EE | $11,500 | $7,021+63.8% | $6,426+79.0% | $4,662+146.7% |
| Participant deferral / active EE | $7,625 | $9,806-22.2% | $9,132-16.5% | $6,690+14.0% |
| Admin fee / account holder | $1,973 | $16,376-88.0% | $13,909-85.8% | $13,400-85.3% |