Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $173,663 | $165,381+5.0% | $149,730+16.0% | $158,966+9.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.68% | 348.29%-327.6pp | 276.70%-256.0pp | 302.95%-282.3pp |
| Employer contribution / active EE | $24,351 | $5,104+377.1% | $4,645+424.2% | $4,762+411.3% |
| Participant deferral / active EE | $19,500 | $7,182+171.5% | $6,843+185.0% | $5,983+225.9% |
| Admin fee / account holder | $836 | $10,809-92.3% | $9,310-91.0% | $11,250-92.6% |