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 | $153,348 | $181,062-15.3% | $158,223-3.1% | $155,188-1.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 24.51% | 57.39%-32.9pp | 52.09%-27.6pp | 148.84%-124.3pp |
| Employer contribution / active EE | $10,439 | $4,565+128.7% | $4,109+154.1% | $4,248+145.8% |
| Participant deferral / active EE | $13,227 | $6,134+115.6% | $5,467+141.9% | $6,531+102.5% |
| Admin fee / account holder | $7,521 | $18,825-60.0% | $16,047-53.1% | $14,480-48.1% |