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 | $233,441 | $157,270+48.4% | $141,173+65.4% | $152,870+52.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.79% | 64.33%-41.5pp | 71.40%-48.6pp | 345.34%-322.6pp |
| Employer contribution / active EE | $6,917 | $5,261+31.5% | $4,735+46.1% | $4,763+45.2% |
| Participant deferral / active EE | $11,951 | $7,110+68.1% | $6,710+78.1% | $5,850+104.3% |
| Admin fee / account holder | $29,299 | $12,121+141.7% | $10,262+185.5% | $11,597+152.7% |