Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $118,809 | $100,970+17.7% | $96,576+23.0% | $137,256-13.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.49% | 38.16%-20.7pp | 38.47%-21.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $10,495 | $3,809+175.5% | $3,553+195.4% | $4,156+152.5% |
| Participant deferral / active EE | $10,301 | $8,286+24.3% | $7,956+29.5% | $6,407+60.8% |
| Admin fee / account holder | $1,183 | $11,312-89.5% | $11,381-89.6% | $12,270-90.4% |