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 | $123,387 | $183,516-32.8% | $155,534-20.7% | $145,884-15.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.39% | 61.43%-48.0pp | 64.92%-51.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $4,929 | $5,315-7.3% | $4,675+5.4% | $4,662+5.7% |
| Participant deferral / active EE | $6,702 | $6,467+3.6% | $5,630+19.0% | $6,690+0.2% |
| Admin fee / account holder | $807 | $19,293-95.8% | $15,900-94.9% | $13,392-94.0% |