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 | $185,118 | $162,136+14.2% | $152,301+21.5% | $154,746+19.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.43% | 91.02%-76.6pp | 80.50%-66.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,183 | $4,890-75.8% | $4,624-74.4% | $4,379-73.0% |
| Participant deferral / active EE | $10,106 | $8,341+21.2% | $8,004+26.3% | $6,730+50.2% |
| Admin fee / account holder | $572 | $15,759-96.4% | $14,398-96.0% | $14,365-96.0% |