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 | $111,590 | $148,629-24.9% | $135,982-17.9% | $139,487-20.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.95% | 79.33%-64.4pp | 68.32%-53.4pp | 373.84%-358.9pp |
| Employer contribution / active EE | $7,126 | $5,247+35.8% | $4,859+46.6% | $4,755+49.9% |
| Participant deferral / active EE | $10,463 | $8,102+29.1% | $7,760+34.8% | $6,713+55.9% |
| Admin fee / account holder | $14,259 | $12,406+14.9% | $10,767+32.4% | $11,407+25.0% |