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 | $136,210 | $149,741-9.0% | $118,914+14.5% | $158,982-14.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.01% | 19.94%-2.9pp | 35.89%-18.9pp | 302.99%-286.0pp |
| Employer contribution / active EE | $11,897 | $4,119+188.9% | $3,264+264.5% | $4,763+149.8% |
| Participant deferral / active EE | $12,044 | $5,226+130.5% | $4,266+182.3% | $5,983+101.3% |
| Admin fee / account holder | $782 | $8,607-90.9% | $6,582-88.1% | $11,252-93.0% |