Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $155,720 | $209,336-25.6% | $197,124-21.0% | $137,256+13.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.49% | 48.09%-29.6pp | 44.34%-25.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $5,989 | $6,591-9.1% | $6,227-3.8% | $4,156+44.1% |
| Participant deferral / active EE | $8,608 | $9,614-10.5% | $9,135-5.8% | $6,407+34.4% |
| Admin fee / account holder | $570 | $17,308-96.7% | $16,298-96.5% | $12,270-95.4% |