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 | $161,976 | $185,312-12.6% | $161,489+0.3% | $154,746+4.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.70% | 103.84%-87.1pp | 89.72%-73.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $8,084 | $4,769+69.5% | $4,268+89.4% | $4,379+84.6% |
| Participant deferral / active EE | $3,837 | $6,350-39.6% | $5,630-31.8% | $6,730-43.0% |
| Admin fee / account holder | $2,790 | $18,654-85.0% | $16,006-82.6% | $14,365-80.6% |