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 | $153,639 | $183,627-16.3% | $155,602-1.3% | $145,978+5.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.13% | 61.32%-38.2pp | 64.81%-41.7pp | 550.52%-527.4pp |
| Employer contribution / active EE | $6,883 | $5,316+29.5% | $4,675+47.2% | $4,662+47.6% |
| Participant deferral / active EE | $7,958 | $6,466+23.1% | $5,629+41.4% | $6,690+19.0% |
| Admin fee / account holder | $528 | $19,327-97.3% | $15,923-96.7% | $13,400-96.1% |