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 | $130,794 | $134,817-3.0% | $123,973+5.5% | $155,188-15.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 12.13% | 515.49%-503.4pp | 388.13%-376.0pp | 148.84%-136.7pp |
| Employer contribution / active EE | $2,563 | $4,425-42.1% | $4,126-37.9% | $4,248-39.7% |
| Participant deferral / active EE | $5,430 | $5,706-4.8% | $5,247+3.5% | $6,531-16.9% |
| Admin fee / account holder | $13,494 | $13,245+1.9% | $11,799+14.4% | $14,480-6.8% |