Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $217,197 | $174,379+24.6% | $152,093+42.8% | $138,895+56.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.12% | 74.86%-62.7pp | 66.36%-54.2pp | 145.39%-133.3pp |
| Employer contribution / active EE | $2,261 | $4,652-51.4% | $4,175-45.8% | $4,194-46.1% |
| Participant deferral / active EE | $8,584 | $6,159+39.4% | $5,451+57.5% | $6,396+34.2% |
| Admin fee / account holder | $2,164 | $16,880-87.2% | $14,497-85.1% | $12,562-82.8% |