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 | $152,162 | $154,228-1.3% | $145,433+4.6% | $137,256+10.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.47% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $16,376 | $4,804+240.9% | $4,554+259.5% | $4,156+294.0% |
| Participant deferral / active EE | $7,870 | $8,216-4.2% | $7,897-0.3% | $6,407+22.8% |
| Admin fee / account holder | $251,500 | $14,344+1653.4% | $13,129+1815.6% | $12,270+1949.7% |