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 | $239,596 | $102,609+133.5% | $98,090+144.3% | $138,895+72.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 19.19% | 36.44%-17.3pp | 37.05%-17.9pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,698 | $3,867-56.1% | $3,606-52.9% | $4,194-59.5% |
| Participant deferral / active EE | $8,478 | $8,167+3.8% | $7,845+8.1% | $6,396+32.5% |
| Admin fee / account holder | $715 | $11,434-93.7% | $11,815-93.9% | $12,562-94.3% |