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 | $156,217 | $162,136-3.7% | $152,301+2.6% | $154,746+1.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.40% | 91.02%-67.6pp | 80.50%-57.1pp | 172.34%-148.9pp |
| Employer contribution / active EE | $9,183 | $4,890+87.8% | $4,624+98.6% | $4,379+109.7% |
| Participant deferral / active EE | $10,764 | $8,341+29.1% | $8,004+34.5% | $6,730+59.9% |
| Admin fee / account holder | $16,317 | $15,759+3.5% | $14,398+13.3% | $14,365+13.6% |