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 | $101,172 | $157,304-35.7% | $141,197-28.3% | $152,909-33.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.31% | 64.34%-44.0pp | 71.41%-51.1pp | 345.46%-325.2pp |
| Employer contribution / active EE | $5,161 | $5,263-1.9% | $4,736+9.0% | $4,764+8.3% |
| Participant deferral / active EE | $4,894 | $7,111-31.2% | $6,710-27.1% | $5,851-16.4% |
| Admin fee / account holder | $13,352 | $12,126+10.1% | $10,265+30.1% | $11,601+15.1% |