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 | $183,589 | $197,603-7.1% | $177,827+3.2% | $158,950+15.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.92% | 58.76%-38.8pp | 48.32%-28.4pp | 302.91%-283.0pp |
| Employer contribution / active EE | $4,131 | $6,698-38.3% | $5,918-30.2% | $4,762-13.2% |
| Participant deferral / active EE | $11,359 | $8,404+35.2% | $7,713+47.3% | $5,983+89.9% |
| Admin fee / account holder | $771 | $15,402-95.0% | $12,429-93.8% | $11,248-93.1% |