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 | $134,586 | $148,582-9.4% | $135,942-1.0% | $139,456-3.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.34% | 79.26%-60.9pp | 68.28%-49.9pp | 373.45%-355.1pp |
| Employer contribution / active EE | $3,340 | $5,245-36.3% | $4,858-31.2% | $4,753-29.7% |
| Participant deferral / active EE | $10,255 | $8,101+26.6% | $7,759+32.2% | $6,711+52.8% |
| Admin fee / account holder | $822 | $12,402-93.4% | $10,764-92.4% | $11,407-92.8% |