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 | $175,584 | $111,535+57.4% | $105,223+66.9% | $137,256+27.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.16% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $4,006 | $3,939+1.7% | $3,689+8.6% | $4,156-3.6% |
| Participant deferral / active EE | $6,551 | $5,500+19.1% | $5,072+29.2% | $6,407+2.3% |
| Admin fee / account holder | $886 | $9,721-90.9% | $8,859-90.0% | $12,270-92.8% |