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 | $142,443 | $152,592-6.7% | $125,180+13.8% | $152,885-6.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.47% | 54.84%-32.4pp | 43.79%-21.3pp | 345.39%-322.9pp |
| Employer contribution / active EE | $4,851 | $4,947-1.9% | $3,866+25.5% | $4,763+1.8% |
| Participant deferral / active EE | $7,208 | $5,868+22.8% | $4,937+46.0% | $5,851+23.2% |
| Admin fee / account holder | $5,917 | $13,435-56.0% | $9,703-39.0% | $11,598-49.0% |