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 | $205,944 | $223,823-8.0% | $211,142-2.5% | $154,746+33.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.08% | 50.39%-31.3pp | 46.84%-27.8pp | 172.34%-153.3pp |
| Employer contribution / active EE | $10,746 | $6,787+58.3% | $6,442+66.8% | $4,379+145.4% |
| Participant deferral / active EE | $9,089 | $9,750-6.8% | $9,284-2.1% | $6,730+35.0% |
| Admin fee / account holder | $849 | $19,707-95.7% | $19,076-95.5% | $14,365-94.1% |