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 | $179,527 | $156,398+14.8% | $147,318+21.9% | $138,895+29.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.37% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.0pp |
| Employer contribution / active EE | $5,980 | $4,853+23.2% | $4,593+30.2% | $4,194+42.6% |
| Participant deferral / active EE | $18,690 | $8,237+126.9% | $7,906+136.4% | $6,396+192.2% |
| Admin fee / account holder | $14,781 | $14,976-1.3% | $13,708+7.8% | $12,562+17.7% |