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 | $112,798 | $165,361-31.8% | $149,715-24.7% | $158,950-29.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.01% | 348.24%-331.2pp | 276.66%-259.6pp | 302.91%-285.9pp |
| Employer contribution / active EE | $5,244 | $5,103+2.8% | $4,645+12.9% | $4,762+10.1% |
| Participant deferral / active EE | $7,400 | $7,182+3.0% | $6,842+8.2% | $5,983+23.7% |
| Admin fee / account holder | $836 | $10,808-92.3% | $9,310-91.0% | $11,248-92.6% |