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 | $174,484 | $135,956+28.3% | $123,894+40.8% | $273,972-36.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.25% | 56.63%-42.4pp | 47.52%-33.3pp | 41.46%-27.2pp |
| Employer contribution / active EE | $16,567 | $5,170+220.5% | $4,617+258.8% | $4,869+240.3% |
| Participant deferral / active EE | $15,830 | $6,343+149.6% | $5,984+164.5% | $5,287+199.4% |
| Admin fee / account holder | $453 | $9,817-95.4% | $8,357-94.6% | $10,133-95.5% |