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 | $115,379 | $157,304-26.7% | $141,197-18.3% | $152,909-24.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.90% | 64.34%-38.4pp | 71.41%-45.5pp | 345.46%-319.6pp |
| Employer contribution / active EE | $10,618 | $5,263+101.8% | $4,736+124.2% | $4,764+122.9% |
| Participant deferral / active EE | $10,487 | $7,111+47.5% | $6,710+56.3% | $5,851+79.2% |
| Admin fee / account holder | $3,561 | $12,126-70.6% | $10,265-65.3% | $11,601-69.3% |