Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $107,159 | $159,978-33.0% | $147,041-27.1% | $145,978-26.6% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 24.98% | 98.36%-73.4pp | 419.21%-394.2pp | 550.52%-525.5pp |
| Employer contribution / active EE | $1,983 | $5,288-62.5% | $4,935-59.8% | $4,662-57.5% |
| Participant deferral / active EE | $10,168 | $8,429+20.6% | $8,071+26.0% | $6,690+52.0% |
| Admin fee / account holder | $370 | $15,053-97.5% | $13,006-97.2% | $13,400-97.2% |