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 | $185,497 | $168,635+10.0% | $147,617+25.7% | $125,389+47.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.55% | 77.65%-77.1pp | 61.98%-61.4pp | 282.24%-281.7pp |
| Employer contribution / active EE | $4,749 | $6,252-24.0% | $5,564-14.7% | $4,866-2.4% |
| Participant deferral / active EE | $1,823 | $5,507-66.9% | $4,895-62.8% | $5,352-65.9% |
| Admin fee / account holder | $1,399 | $13,580-89.7% | $11,612-87.9% | $9,541-85.3% |