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 | $163,686 | $174,379-6.1% | $152,093+7.6% | $138,895+17.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.28% | 74.86%-63.6pp | 66.36%-55.1pp | 145.39%-134.1pp |
| Employer contribution / active EE | $8,419 | $4,652+81.0% | $4,175+101.7% | $4,194+100.7% |
| Participant deferral / active EE | $6,897 | $6,159+12.0% | $5,451+26.5% | $6,396+7.8% |
| Admin fee / account holder | $512 | $16,880-97.0% | $14,497-96.5% | $12,562-95.9% |