Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $154,030 | $227,399-32.3% | $189,758-18.8% | $198,609-22.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.71% | 61.03%-40.3pp | 52.62%-31.9pp | 202.70%-182.0pp |
| Employer contribution / active EE | $3,341 | $5,526-39.5% | $4,767-29.9% | $5,055-33.9% |
| Participant deferral / active EE | $22,930 | $6,837+235.4% | $5,856+291.6% | $6,977+228.7% |
| Admin fee / account holder | $347 | $25,162-98.6% | $20,388-98.3% | $19,030-98.2% |