Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $168,500 | $162,136+3.9% | $152,301+10.6% | $154,746+8.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.68% | 91.02%-77.3pp | 80.50%-66.8pp | 172.34%-158.7pp |
| Employer contribution / active EE | $3,507 | $4,890-28.3% | $4,624-24.2% | $4,379-19.9% |
| Participant deferral / active EE | $22,468 | $8,341+169.4% | $8,004+180.7% | $6,730+233.8% |
| Admin fee / account holder | $66,288 | $15,759+320.6% | $14,398+360.4% | $14,365+361.4% |