Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $148,322 | $148,623-0.2% | $135,974+9.1% | $139,466+6.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.77% | 79.30%-56.5pp | 68.30%-45.5pp | 373.66%-350.9pp |
| Employer contribution / active EE | $19,582 | $5,246+273.2% | $4,859+303.0% | $4,754+311.9% |
| Participant deferral / active EE | $13,744 | $8,103+69.6% | $7,760+77.1% | $6,712+104.8% |
| Admin fee / account holder | $1,265 | $12,406-89.8% | $10,767-88.3% | $11,409-88.9% |