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 | $157,520 | $165,399-4.8% | $149,745+5.2% | $158,982-0.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.27% | 348.34%-333.1pp | 276.72%-261.5pp | 302.99%-287.7pp |
| Employer contribution / active EE | $22,961 | $5,105+349.8% | $4,646+394.2% | $4,763+382.1% |
| Participant deferral / active EE | $12,030 | $7,183+67.5% | $6,843+75.8% | $5,983+101.0% |
| Admin fee / account holder | $3,023 | $10,811-72.0% | $9,312-67.5% | $11,252-73.1% |