Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $164,138 | $180,749-9.2% | $160,784+2.1% | $137,256+19.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.87% | 2234.46%-2215.6pp | 1803.92%-1785.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $17,704 | $4,155+326.1% | $3,733+374.3% | $4,156+326.0% |
| Participant deferral / active EE | $13,416 | $6,844+96.0% | $6,293+113.2% | $6,407+109.4% |
| Admin fee / account holder | $1,185 | $10,397-88.6% | $9,717-87.8% | $12,270-90.3% |