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 | $160,538 | $183,516-12.5% | $155,534+3.2% | $145,884+10.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.05% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.8pp |
| Employer contribution / active EE | $12,688 | $5,315+138.7% | $4,675+171.4% | $4,662+172.1% |
| Participant deferral / active EE | $8,039 | $6,467+24.3% | $5,630+42.8% | $6,690+20.2% |
| Admin fee / account holder | $4,726 | $19,293-75.5% | $15,900-70.3% | $13,392-64.7% |