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 | $161,189 | $166,268-3.1% | $165,100-2.4% | $145,897+10.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.92% | 100.52%-83.6pp | 70.21%-53.3pp | 552.29%-535.4pp |
| Employer contribution / active EE | $4,953 | $5,284-6.3% | $4,348+13.9% | $4,663+6.2% |
| Participant deferral / active EE | $13,335 | $6,964+91.5% | $6,035+120.9% | $6,689+99.4% |
| Admin fee / account holder | $774 | $16,659-95.4% | $12,696-93.9% | $13,390-94.2% |