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 | $165,948 | $111,535+48.8% | $105,223+57.7% | $137,256+20.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 12.76% | 237.85%-225.1pp | 180.65%-167.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $21,072 | $3,939+434.9% | $3,689+471.3% | $4,156+407.0% |
| Participant deferral / active EE | $6,836 | $5,500+24.3% | $5,072+34.8% | $6,407+6.7% |
| Admin fee / account holder | $2,000 | $9,721-79.4% | $8,859-77.4% | $12,270-83.7% |