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 | $162,301 | $166,268-2.4% | $165,100-1.7% | $145,897+11.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.21% | 100.52%-85.3pp | 70.21%-55.0pp | 552.29%-537.1pp |
| Employer contribution / active EE | $14,344 | $5,284+171.5% | $4,348+229.9% | $4,663+207.6% |
| Participant deferral / active EE | $12,042 | $6,964+72.9% | $6,035+99.5% | $6,689+80.0% |
| Admin fee / account holder | $655 | $16,659-96.1% | $12,696-94.8% | $13,390-95.1% |