Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $184,401 | $183,592+0.4% | $155,574+18.5% | $145,877+26.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.36% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $7,099 | $5,317+33.5% | $4,676+51.8% | $4,663+52.2% |
| Participant deferral / active EE | $7,000 | $6,466+8.3% | $5,629+24.3% | $6,691+4.6% |
| Admin fee / account holder | $3,478 | $19,316-82.0% | $15,914-78.1% | $13,402-74.0% |