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 | $152,493 | $110,410+38.1% | $102,437+48.9% | $145,897+4.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.89% | 24.85%-5.0pp | 24.95%-5.1pp | 552.29%-532.4pp |
| Employer contribution / active EE | $3,268 | $4,217-22.5% | $3,871-15.6% | $4,663-29.9% |
| Participant deferral / active EE | $7,027 | $5,622+25.0% | $5,060+38.9% | $6,689+5.1% |
| Admin fee / account holder | $17,138 | $9,745+75.9% | $8,388+104.3% | $13,390+28.0% |