Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $149,212 | $183,516-18.7% | $155,534-4.1% | $145,884+2.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.72% | 61.43%-50.7pp | 64.92%-54.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $4,290 | $5,315-19.3% | $4,675-8.2% | $4,662-8.0% |
| Participant deferral / active EE | $19,150 | $6,467+196.1% | $5,630+240.1% | $6,690+186.3% |
| Admin fee / account holder | $815 | $19,293-95.8% | $15,900-94.9% | $13,392-93.9% |