Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $75,100 | $165,399-54.6% | $149,745-49.8% | $158,982-52.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.17% | 348.34%-333.2pp | 276.72%-261.5pp | 302.99%-287.8pp |
| Employer contribution / active EE | $4,049 | $5,105-20.7% | $4,646-12.8% | $4,763-15.0% |
| Participant deferral / active EE | $16,103 | $7,183+124.2% | $6,843+135.3% | $5,983+169.1% |
| Admin fee / account holder | $9,959 | $10,811-7.9% | $9,312+7.0% | $11,252-11.5% |