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 | $184,317 | $217,432-15.2% | $185,851-0.8% | $167,553+10.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.97% | 148.43%-133.5pp | 122.11%-107.1pp | 478.89%-463.9pp |
| Employer contribution / active EE | $4,404 | $5,874-25.0% | $5,168-14.8% | $4,840-9.0% |
| Participant deferral / active EE | $4,333 | $6,357-31.8% | $5,569-22.2% | $6,343-31.7% |
| Admin fee / account holder | $467 | $19,820-97.6% | $16,245-97.1% | $12,316-96.2% |