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 | $246,615 | $213,785+15.4% | $185,441+33.0% | $155,188+58.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 22.37% | 19.97%+2.4pp | 20.16%+2.2pp | 148.84%-126.5pp |
| Employer contribution / active EE | $8,246 | $5,393+52.9% | $4,672+76.5% | $4,248+94.1% |
| Participant deferral / active EE | $9,832 | $6,864+43.2% | $6,152+59.8% | $6,531+50.5% |
| Admin fee / account holder | $7,666 | $21,134-63.7% | $17,890-57.1% | $14,480-47.1% |