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 | $164,677 | $183,539-10.3% | $155,556+5.9% | $145,897+12.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.65% | 61.31%-51.7pp | 64.84%-55.2pp | 552.29%-542.6pp |
| Employer contribution / active EE | $5,416 | $5,315+1.9% | $4,675+15.8% | $4,663+16.2% |
| Participant deferral / active EE | $4,864 | $6,467-24.8% | $5,631-13.6% | $6,689-27.3% |
| Admin fee / account holder | $820 | $19,275-95.7% | $15,885-94.8% | $13,390-93.9% |