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 | $79,913 | $165,351-51.7% | $149,710-46.6% | $158,931-49.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.60% | 348.19%-331.6pp | 276.63%-260.0pp | 302.86%-286.3pp |
| Employer contribution / active EE | $4,993 | $5,103-2.2% | $4,645+7.5% | $4,761+4.9% |
| Participant deferral / active EE | $6,670 | $7,181-7.1% | $6,842-2.5% | $5,982+11.5% |
| Admin fee / account holder | $7,981 | $10,807-26.1% | $9,309-14.3% | $11,247-29.0% |