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 | $138,286 | $165,361-16.4% | $149,715-7.6% | $158,950-13.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.41% | 348.24%-333.8pp | 276.66%-262.2pp | 302.91%-288.5pp |
| Employer contribution / active EE | $3,940 | $5,103-22.8% | $4,645-15.2% | $4,762-17.3% |
| Participant deferral / active EE | $6,567 | $7,182-8.6% | $6,842-4.0% | $5,983+9.8% |
| Admin fee / account holder | $2,098 | $10,808-80.6% | $9,310-77.5% | $11,248-81.4% |