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 | $124,445 | $165,399-24.8% | $149,745-16.9% | $158,982-21.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.99% | 348.34%-331.3pp | 276.72%-259.7pp | 302.99%-286.0pp |
| Employer contribution / active EE | $1,071 | $5,105-79.0% | $4,646-76.9% | $4,763-77.5% |
| Participant deferral / active EE | $2,779 | $7,183-61.3% | $6,843-59.4% | $5,983-53.6% |
| Admin fee / account holder | $6,084 | $10,811-43.7% | $9,312-34.7% | $11,252-45.9% |