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 | $134,850 | $157,304-14.3% | $141,197-4.5% | $152,909-11.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.13% | 64.34%-41.2pp | 71.41%-48.3pp | 345.46%-322.3pp |
| Employer contribution / active EE | $3,101 | $5,263-41.1% | $4,736-34.5% | $4,764-34.9% |
| Participant deferral / active EE | $10,148 | $7,111+42.7% | $6,710+51.2% | $5,851+73.4% |
| Admin fee / account holder | $20,890 | $12,126+72.3% | $10,265+103.5% | $11,601+80.1% |