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 | $133,143 | $157,296-15.4% | $141,191-5.7% | $152,897-12.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.67% | 64.34%-43.7pp | 71.41%-50.7pp | 345.43%-324.8pp |
| Employer contribution / active EE | $10,843 | $5,262+106.0% | $4,736+128.9% | $4,764+127.6% |
| Participant deferral / active EE | $3,141 | $7,111-55.8% | $6,710-53.2% | $5,851-46.3% |
| Admin fee / account holder | $1,111 | $12,125-90.8% | $10,264-89.2% | $11,599-90.4% |