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 | $191,863 | $155,555+23.3% | $146,866+30.6% | $155,188+23.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.25% | 115.41%-97.2pp | 102.85%-84.6pp | 148.84%-130.6pp |
| Employer contribution / active EE | $3,581 | $4,647-22.9% | $4,425-19.1% | $4,248-15.7% |
| Participant deferral / active EE | $12,755 | $8,044+58.6% | $7,759+64.4% | $6,531+95.3% |
| Admin fee / account holder | $33,033 | $14,755+123.9% | $13,620+142.5% | $14,480+128.1% |