Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $175,406 | $171,492+2.3% | $150,734+16.4% | $198,609-11.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 10.68% | 804.70%-794.0pp | 600.81%-590.1pp | 202.70%-192.0pp |
| Employer contribution / active EE | $8,287 | $5,470+51.5% | $4,918+68.5% | $5,055+63.9% |
| Participant deferral / active EE | $21,500 | $6,259+243.5% | $5,610+283.3% | $6,977+208.2% |
| Admin fee / account holder | $1,244 | $17,628-92.9% | $14,905-91.7% | $19,030-93.5% |