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 | $182,278 | $174,379+4.5% | $152,093+19.8% | $138,895+31.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.02% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,322 | $4,652-50.1% | $4,175-44.4% | $4,194-44.6% |
| Participant deferral / active EE | $7,247 | $6,159+17.7% | $5,451+32.9% | $6,396+13.3% |
| Admin fee / account holder | $683 | $16,880-96.0% | $14,497-95.3% | $12,562-94.6% |