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 | $162,661 | $183,516-11.4% | $155,534+4.6% | $145,884+11.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.90% | 61.43%-36.5pp | 64.92%-40.0pp | 551.85%-526.9pp |
| Employer contribution / active EE | $8,599 | $5,315+61.8% | $4,675+84.0% | $4,662+84.4% |
| Participant deferral / active EE | $7,148 | $6,467+10.5% | $5,630+27.0% | $6,690+6.8% |
| Admin fee / account holder | $7,470 | $19,293-61.3% | $15,900-53.0% | $13,392-44.2% |