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 | $151,708 | $178,174-14.9% | $156,181-2.9% | $137,256+10.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.48% | 84.19%-67.7pp | 64.87%-48.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,612 | $4,972-47.5% | $4,294-39.2% | $4,156-37.2% |
| Participant deferral / active EE | $3,365 | $6,888-51.1% | $6,132-45.1% | $6,407-47.5% |
| Admin fee / account holder | $33,333 | $17,404+91.5% | $14,586+128.5% | $12,270+171.7% |