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 | $203,626 | $154,228+32.0% | $145,433+40.0% | $137,256+48.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.05% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $4,104 | $4,804-14.6% | $4,554-9.9% | $4,156-1.3% |
| Participant deferral / active EE | $14,928 | $8,216+81.7% | $7,897+89.0% | $6,407+133.0% |
| Admin fee / account holder | $660 | $14,344-95.4% | $13,129-95.0% | $12,270-94.6% |