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 | $164,289 | $178,174-7.8% | $156,181+5.2% | $137,256+19.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.29% | 84.19%-70.9pp | 64.87%-51.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $4,841 | $4,972-2.6% | $4,294+12.7% | $4,156+16.5% |
| Participant deferral / active EE | $6,033 | $6,888-12.4% | $6,132-1.6% | $6,407-5.8% |
| Admin fee / account holder | $15,715 | $17,404-9.7% | $14,586+7.7% | $12,270+28.1% |