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 | $165,352 | $225,673-26.7% | $203,872-18.9% | $155,188+6.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 18.76% | 95.91%-77.2pp | 85.11%-66.3pp | 148.84%-130.1pp |
| Employer contribution / active EE | $6,060 | $4,099+47.9% | $3,757+61.3% | $4,248+42.7% |
| Participant deferral / active EE | $15,914 | $6,893+130.9% | $6,388+149.1% | $6,531+143.7% |
| Admin fee / account holder | $680 | $12,327-94.5% | $11,730-94.2% | $14,480-95.3% |