Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $77,895 | $196,972-60.5% | $182,262-57.3% | $198,609-60.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.99% | 158.27%-139.3pp | 140.60%-121.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $4,253 | $5,364-20.7% | $5,046-15.7% | $5,055-15.9% |
| Participant deferral / active EE | $10,543 | $8,643+22.0% | $8,276+27.4% | $6,977+51.1% |
| Admin fee / account holder | $1,640 | $18,429-91.1% | $16,712-90.2% | $19,030-91.4% |