Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $156,271 | $148,623+5.1% | $135,974+14.9% | $139,466+12.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.64% | 79.30%-63.7pp | 68.30%-52.7pp | 373.66%-358.0pp |
| Employer contribution / active EE | $8,874 | $5,246+69.1% | $4,859+82.6% | $4,754+86.7% |
| Participant deferral / active EE | $22,448 | $8,103+177.0% | $7,760+189.3% | $6,712+234.5% |
| Admin fee / account holder | $811 | $12,406-93.5% | $10,767-92.5% | $11,409-92.9% |