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 | $137,183 | $168,635-18.7% | $147,617-7.1% | $125,389+9.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.95% | 77.65%-74.7pp | 61.98%-59.0pp | 282.24%-279.3pp |
| Employer contribution / active EE | $4,927 | $6,252-21.2% | $5,564-11.5% | $4,866+1.3% |
| Participant deferral / active EE | $3,858 | $5,507-29.9% | $4,895-21.2% | $5,352-27.9% |
| Admin fee / account holder | $7,536 | $13,580-44.5% | $11,612-35.1% | $9,541-21.0% |