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 | $177,174 | $185,312-4.4% | $161,489+9.7% | $154,746+14.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.77% | 103.84%-92.1pp | 89.72%-77.9pp | 172.34%-160.6pp |
| Employer contribution / active EE | $12,500 | $4,769+162.1% | $4,268+192.9% | $4,379+185.4% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,663 | $18,654-91.1% | $16,006-89.6% | $14,365-88.4% |