Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $155,492 | $148,629+4.6% | $135,982+14.3% | $139,487+11.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.03% | 79.33%-54.3pp | 68.32%-43.3pp | 373.84%-348.8pp |
| Employer contribution / active EE | $1,005 | $5,247-80.9% | $4,859-79.3% | $4,755-78.9% |
| Participant deferral / active EE | $15,750 | $8,102+94.4% | $7,760+103.0% | $6,713+134.6% |
| Admin fee / account holder | $1,927 | $12,406-84.5% | $10,767-82.1% | $11,407-83.1% |