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 | $249,679 | $182,442+36.9% | $163,379+52.8% | $138,895+79.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 14.40% | 72.74%-58.3pp | 63.41%-49.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $3,580 | $4,159-13.9% | $3,752-4.6% | $4,194-14.7% |
| Participant deferral / active EE | $10,505 | $6,817+54.1% | $6,282+67.2% | $6,396+64.2% |
| Admin fee / account holder | $365 | $10,396-96.5% | $9,818-96.3% | $12,562-97.1% |