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 | $168,935 | $162,821+3.8% | $133,978+26.1% | $158,982+6.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.66% | 41.95%-21.3pp | 45.10%-24.4pp | 302.99%-282.3pp |
| Employer contribution / active EE | $2,886 | $4,976-42.0% | $3,919-26.4% | $4,763-39.4% |
| Participant deferral / active EE | $8,943 | $5,910+51.3% | $5,047+77.2% | $5,983+49.5% |
| Admin fee / account holder | $68,672 | $11,742+484.8% | $8,930+669.0% | $11,252+510.3% |