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 | $115,119 | $165,381-30.4% | $149,730-23.1% | $158,966-27.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.53% | 348.29%-336.8pp | 276.70%-265.2pp | 302.95%-291.4pp |
| Employer contribution / active EE | $3,186 | $5,104-37.6% | $4,645-31.4% | $4,762-33.1% |
| Participant deferral / active EE | $5,667 | $7,182-21.1% | $6,843-17.2% | $5,983-5.3% |
| Admin fee / account holder | $16,496 | $10,809+52.6% | $9,310+77.2% | $11,250+46.6% |