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 | $214,375 | $201,370+6.5% | $184,256+16.3% | $145,897+46.9% |
| Participation rate | 81.3% | 87.5%-6.2pp | 86.8%-5.6pp | 80.3%+0.9pp |
| Annual return | 15.73% | 29.05%-13.3pp | 28.85%-13.1pp | 552.29%-536.6pp |
| Employer contribution / active EE | $5,209 | $7,024-25.8% | $6,427-18.9% | $4,663+11.7% |
| Participant deferral / active EE | $13,364 | $9,808+36.3% | $9,133+46.3% | $6,689+99.8% |
| Admin fee / account holder | $694 | $16,364-95.8% | $13,899-95.0% | $13,390-94.8% |