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 | $176,828 | $183,592-3.7% | $155,574+13.7% | $145,877+21.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.14% | 61.37%-37.2pp | 64.87%-40.7pp | 551.28%-527.1pp |
| Employer contribution / active EE | $14,122 | $5,317+165.6% | $4,676+202.0% | $4,663+202.8% |
| Participant deferral / active EE | $7,228 | $6,466+11.8% | $5,629+28.4% | $6,691+8.0% |
| Admin fee / account holder | $1,730 | $19,316-91.0% | $15,914-89.1% | $13,402-87.1% |