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 | $162,221 | $209,425-22.5% | $178,499-9.1% | $158,966+2.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.44% | 188.80%-180.4pp | 151.10%-142.7pp | 302.95%-294.5pp |
| Employer contribution / active EE | $2,626 | $5,707-54.0% | $5,011-47.6% | $4,762-44.9% |
| Participant deferral / active EE | $3,318 | $5,955-44.3% | $5,202-36.2% | $5,983-44.6% |
| Admin fee / account holder | $438 | $17,078-97.4% | $13,986-96.9% | $11,250-96.1% |