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 | $158,096 | $183,592-13.9% | $155,574+1.6% | $145,877+8.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.97% | 61.37%-52.4pp | 64.87%-55.9pp | 551.28%-542.3pp |
| Employer contribution / active EE | $11,745 | $5,317+120.9% | $4,676+151.2% | $4,663+151.9% |
| Participant deferral / active EE | $3,714 | $6,466-42.6% | $5,629-34.0% | $6,691-44.5% |
| Admin fee / account holder | $1,271 | $19,316-93.4% | $15,914-92.0% | $13,402-90.5% |