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 | $178,267 | $183,592-2.9% | $155,574+14.6% | $145,877+22.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.75% | 61.37%-46.6pp | 64.87%-50.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $3,869 | $5,317-27.2% | $4,676-17.3% | $4,663-17.0% |
| Participant deferral / active EE | $11,358 | $6,466+75.7% | $5,629+101.8% | $6,691+69.8% |
| Admin fee / account holder | $26,128 | $19,316+35.3% | $15,914+64.2% | $13,402+95.0% |