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 | $174,610 | $228,352-23.5% | $185,835-6.0% | $158,966+9.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.94% | 40.81%-30.9pp | 35.96%-26.0pp | 302.95%-293.0pp |
| Employer contribution / active EE | $3,793 | $4,967-23.6% | $4,087-7.2% | $4,762-20.3% |
| Participant deferral / active EE | $17,333 | $6,416+170.2% | $5,633+207.7% | $5,983+189.7% |
| Admin fee / account holder | $943 | $11,867-92.1% | $9,502-90.1% | $11,250-91.6% |