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 | $159,368 | $148,582+7.3% | $135,942+17.2% | $139,456+14.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.95% | 79.26%-64.3pp | 68.28%-53.3pp | 373.45%-358.5pp |
| Employer contribution / active EE | $3,608 | $5,245-31.2% | $4,858-25.7% | $4,753-24.1% |
| Participant deferral / active EE | $16,428 | $8,101+102.8% | $7,759+111.7% | $6,711+144.8% |
| Admin fee / account holder | $26,028 | $12,402+109.9% | $10,764+141.8% | $11,407+128.2% |