Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $247,714 | $181,062+36.8% | $158,223+56.6% | $155,188+59.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 23.35% | 57.39%-34.0pp | 52.09%-28.7pp | 148.84%-125.5pp |
| Employer contribution / active EE | $5,932 | $4,565+30.0% | $4,109+44.4% | $4,248+39.6% |
| Participant deferral / active EE | $5,982 | $6,134-2.5% | $5,467+9.4% | $6,531-8.4% |
| Admin fee / account holder | $14,497 | $18,825-23.0% | $16,047-9.7% | $14,480+0.1% |