Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $212,002 | $185,312+14.4% | $161,489+31.3% | $154,746+37.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.46% | 103.84%-85.4pp | 89.72%-71.3pp | 172.34%-153.9pp |
| Employer contribution / active EE | $12,583 | $4,769+163.8% | $4,268+194.8% | $4,379+187.3% |
| Participant deferral / active EE | $15,313 | $6,350+141.2% | $5,630+172.0% | $6,730+127.5% |
| Admin fee / account holder | $2,312 | $18,654-87.6% | $16,006-85.6% | $14,365-83.9% |