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 | $191,962 | $183,627+4.5% | $155,602+23.4% | $145,978+31.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.63% | 61.32%-45.7pp | 64.81%-49.2pp | 550.52%-534.9pp |
| Employer contribution / active EE | $1,458 | $5,316-72.6% | $4,675-68.8% | $4,662-68.7% |
| Participant deferral / active EE | $6,462 | $6,466-0.1% | $5,629+14.8% | $6,690-3.4% |
| Admin fee / account holder | $64,523 | $19,327+233.8% | $15,923+305.2% | $13,400+381.5% |