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 | $145,559 | $148,582-2.0% | $135,942+7.1% | $139,456+4.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.61% | 79.26%-61.6pp | 68.28%-50.7pp | 373.45%-355.8pp |
| Employer contribution / active EE | $8,500 | $5,245+62.1% | $4,858+75.0% | $4,753+78.8% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $9,695 | $12,402-21.8% | $10,764-9.9% | $11,407-15.0% |