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 | $171,446 | $185,312-7.5% | $161,489+6.2% | $154,746+10.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 25.51% | 103.84%-78.3pp | 89.72%-64.2pp | 172.34%-146.8pp |
| Employer contribution / active EE | $7,585 | $4,769+59.0% | $4,268+77.7% | $4,379+73.2% |
| Participant deferral / active EE | $4,273 | $6,350-32.7% | $5,630-24.1% | $6,730-36.5% |
| Admin fee / account holder | $3,529 | $18,654-81.1% | $16,006-77.9% | $14,365-75.4% |