Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $142,493 | $227,566-37.4% | $189,558-24.8% | $167,518-14.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 13.37% | 78.43%-65.1pp | 64.19%-50.8pp | 478.71%-465.3pp |
| Employer contribution / active EE | $8,691 | $5,316+63.5% | $4,412+97.0% | $4,838+79.6% |
| Participant deferral / active EE | $5,713 | $7,002-18.4% | $6,174-7.5% | $6,342-9.9% |
| Admin fee / account holder | $1,944 | $11,881-83.6% | $9,809-80.2% | $12,312-84.2% |