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 | $176,825 | $165,381+6.9% | $149,730+18.1% | $158,966+11.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.68% | 348.29%-334.6pp | 276.70%-263.0pp | 302.95%-289.3pp |
| Employer contribution / active EE | $3,900 | $5,104-23.6% | $4,645-16.0% | $4,762-18.1% |
| Participant deferral / active EE | $9,688 | $7,182+34.9% | $6,843+41.6% | $5,983+61.9% |
| Admin fee / account holder | $542 | $10,809-95.0% | $9,310-94.2% | $11,250-95.2% |