Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $154,857 | $183,516-15.6% | $155,534-0.4% | $145,884+6.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.98% | 61.43%-45.4pp | 64.92%-48.9pp | 551.85%-535.9pp |
| Employer contribution / active EE | $3,128 | $5,315-41.1% | $4,675-33.1% | $4,662-32.9% |
| Participant deferral / active EE | $8,225 | $6,467+27.2% | $5,630+46.1% | $6,690+22.9% |
| Admin fee / account holder | $23,967 | $19,293+24.2% | $15,900+50.7% | $13,392+79.0% |