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 | $168,209 | $165,361+1.7% | $149,715+12.4% | $158,950+5.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.04% | 348.24%-338.2pp | 276.66%-266.6pp | 302.91%-292.9pp |
| Employer contribution / active EE | $5,280 | $5,103+3.5% | $4,645+13.7% | $4,762+10.9% |
| Participant deferral / active EE | $5,280 | $7,182-26.5% | $6,842-22.8% | $5,983-11.7% |
| Admin fee / account holder | $1,073 | $10,808-90.1% | $9,310-88.5% | $11,248-90.5% |