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 | $167,243 | $178,174-6.1% | $156,181+7.1% | $137,256+21.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.66% | 84.19%-70.5pp | 64.87%-51.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $14,175 | $4,972+185.1% | $4,294+230.1% | $4,156+241.1% |
| Participant deferral / active EE | $13,706 | $6,888+99.0% | $6,132+123.5% | $6,407+113.9% |
| Admin fee / account holder | $1,281 | $17,404-92.6% | $14,586-91.2% | $12,270-89.6% |