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 | $139,874 | $165,399-15.4% | $149,745-6.6% | $158,982-12.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.19% | 348.34%-334.1pp | 276.72%-262.5pp | 302.99%-288.8pp |
| Employer contribution / active EE | $7,584 | $5,105+48.6% | $4,646+63.3% | $4,763+59.2% |
| Participant deferral / active EE | $7,622 | $7,183+6.1% | $6,843+11.4% | $5,983+27.4% |
| Admin fee / account holder | $1,136 | $10,811-89.5% | $9,312-87.8% | $11,252-89.9% |