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 | $105,758 | $157,276-32.8% | $141,177-25.1% | $152,885-30.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.41% | 64.33%-42.9pp | 71.40%-50.0pp | 345.39%-324.0pp |
| Employer contribution / active EE | $6,777 | $5,262+28.8% | $4,736+43.1% | $4,763+42.3% |
| Participant deferral / active EE | $14,937 | $7,110+110.1% | $6,710+122.6% | $5,851+155.3% |
| Admin fee / account holder | $605 | $12,123-95.0% | $10,263-94.1% | $11,598-94.8% |