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 | $154,780 | $148,629+4.1% | $135,982+13.8% | $139,487+11.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.93% | 79.33%-63.4pp | 68.32%-52.4pp | 373.84%-357.9pp |
| Employer contribution / active EE | $15,934 | $5,247+203.7% | $4,859+227.9% | $4,755+235.1% |
| Participant deferral / active EE | $9,953 | $8,102+22.8% | $7,760+28.3% | $6,713+48.3% |
| Admin fee / account holder | $1,982 | $12,406-84.0% | $10,767-81.6% | $11,407-82.6% |