Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $172,685 | $148,623+16.2% | $135,974+27.0% | $139,466+23.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.71% | 79.30%-65.6pp | 68.30%-54.6pp | 373.66%-360.0pp |
| Employer contribution / active EE | $3,063 | $5,246-41.6% | $4,859-37.0% | $4,754-35.6% |
| Participant deferral / active EE | $3,470 | $8,103-57.2% | $7,760-55.3% | $6,712-48.3% |
| Admin fee / account holder | $1,367 | $12,406-89.0% | $10,767-87.3% | $11,409-88.0% |