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 | $144,448 | $198,461-27.2% | $170,436-15.2% | $147,585-2.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.70% | 257.30%-238.6pp | 205.94%-187.2pp | 578.57%-559.9pp |
| Employer contribution / active EE | $1,608 | $6,184-74.0% | $5,433-70.4% | $4,876-67.0% |
| Participant deferral / active EE | $3,829 | $5,629-32.0% | $4,939-22.5% | $5,439-29.6% |
| Admin fee / account holder | $763 | $16,852-95.5% | $13,880-94.5% | $10,885-93.0% |