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 | $127,887 | $157,304-18.7% | $141,197-9.4% | $152,909-16.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.88% | 64.34%-48.5pp | 71.41%-55.5pp | 345.46%-329.6pp |
| Employer contribution / active EE | $4,215 | $5,263-19.9% | $4,736-11.0% | $4,764-11.5% |
| Participant deferral / active EE | $6,638 | $7,111-6.7% | $6,710-1.1% | $5,851+13.4% |
| Admin fee / account holder | $399 | $12,126-96.7% | $10,265-96.1% | $11,601-96.6% |