Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $176,997 | $183,539-3.6% | $155,556+13.8% | $145,897+21.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 17.88% | 61.31%-43.4pp | 64.84%-47.0pp | 552.29%-534.4pp |
| Employer contribution / active EE | $8,038 | $5,315+51.2% | $4,675+71.9% | $4,663+72.4% |
| Participant deferral / active EE | $6,364 | $6,467-1.6% | $5,631+13.0% | $6,689-4.9% |
| Admin fee / account holder | $625 | $19,275-96.8% | $15,885-96.1% | $13,390-95.3% |