Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $200,929 | $185,141+8.5% | $153,416+31.0% | $155,188+29.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 17.47% | 18.72%-1.3pp | 17.84%-0.4pp | 148.84%-131.4pp |
| Employer contribution / active EE | $10,083 | $4,489+124.6% | $3,764+167.9% | $4,248+137.4% |
| Participant deferral / active EE | $25,583 | $5,477+367.1% | $4,723+441.6% | $6,531+291.7% |
| Admin fee / account holder | $57,480 | $16,005+259.1% | $13,095+338.9% | $14,480+297.0% |