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 | $159,581 | $171,492-6.9% | $150,734+5.9% | $198,609-19.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 16.35% | 804.70%-788.3pp | 600.81%-584.5pp | 202.70%-186.3pp |
| Employer contribution / active EE | $5,184 | $5,470-5.2% | $4,918+5.4% | $5,055+2.6% |
| Participant deferral / active EE | $7,551 | $6,259+20.6% | $5,610+34.6% | $6,977+8.2% |
| Admin fee / account holder | $2,741 | $17,628-84.4% | $14,905-81.6% | $19,030-85.6% |