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 | $170,312 | $157,276+8.3% | $141,177+20.6% | $152,885+11.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.42% | 64.33%-36.9pp | 71.40%-44.0pp | 345.39%-318.0pp |
| Employer contribution / active EE | $40,125 | $5,262+662.6% | $4,736+747.3% | $4,763+742.4% |
| Participant deferral / active EE | $3,030 | $7,110-57.4% | $6,710-54.8% | $5,851-48.2% |
| Admin fee / account holder | $1,377 | $12,123-88.6% | $10,263-86.6% | $11,598-88.1% |