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 | $183,930 | $157,304+16.9% | $141,197+30.3% | $152,909+20.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.41% | 64.34%-39.9pp | 71.41%-47.0pp | 345.46%-321.1pp |
| Employer contribution / active EE | $17,573 | $5,263+233.9% | $4,736+271.0% | $4,764+268.9% |
| Participant deferral / active EE | $18,537 | $7,111+160.7% | $6,710+176.3% | $5,851+216.8% |
| Admin fee / account holder | $5,909 | $12,126-51.3% | $10,265-42.4% | $11,601-49.1% |