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 | $168,236 | $183,627-8.4% | $155,602+8.1% | $145,978+15.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.72% | 61.32%-42.6pp | 64.81%-46.1pp | 550.52%-531.8pp |
| Employer contribution / active EE | $2,890 | $5,316-45.6% | $4,675-38.2% | $4,662-38.0% |
| Participant deferral / active EE | $21,133 | $6,466+226.9% | $5,629+275.5% | $6,690+215.9% |
| Admin fee / account holder | $723 | $19,327-96.3% | $15,923-95.5% | $13,400-94.6% |