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 | $142,246 | $157,296-9.6% | $141,191+0.7% | $152,897-7.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.26% | 64.34%-41.1pp | 71.41%-48.1pp | 345.43%-322.2pp |
| Employer contribution / active EE | $4,686 | $5,262-10.9% | $4,736-1.1% | $4,764-1.6% |
| Participant deferral / active EE | $10,283 | $7,111+44.6% | $6,710+53.2% | $5,851+75.7% |
| Admin fee / account holder | $1,815 | $12,125-85.0% | $10,264-82.3% | $11,599-84.4% |