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 | $132,642 | $124,330+6.7% | $109,173+21.5% | $167,536-20.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.72% | 26.04%-5.3pp | 25.75%-5.0pp | 478.82%-458.1pp |
| Employer contribution / active EE | $4,123 | $4,209-2.1% | $3,723+10.7% | $4,839-14.8% |
| Participant deferral / active EE | $10,705 | $5,256+103.6% | $4,654+130.0% | $6,342+68.8% |
| Admin fee / account holder | $19,352 | $7,974+142.7% | $6,755+186.5% | $12,315+57.2% |