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 | $152,279 | $154,228-1.3% | $145,433+4.7% | $137,256+10.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.36% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $5,949 | $4,804+23.8% | $4,554+30.6% | $4,156+43.1% |
| Participant deferral / active EE | $18,811 | $8,216+128.9% | $7,897+138.2% | $6,407+193.6% |
| Admin fee / account holder | $1,130 | $14,344-92.1% | $13,129-91.4% | $12,270-90.8% |