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 | $233,432 | $182,442+27.9% | $163,379+42.9% | $138,895+68.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 14.11% | 72.74%-58.6pp | 63.41%-49.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $5,104 | $4,159+22.7% | $3,752+36.0% | $4,194+21.7% |
| Participant deferral / active EE | $14,986 | $6,817+119.8% | $6,282+138.6% | $6,396+134.3% |
| Admin fee / account holder | $1,838 | $10,396-82.3% | $9,818-81.3% | $12,562-85.4% |