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 | $186,395 | $211,105-11.7% | $178,449+4.5% | $145,978+27.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.45% | 30.19%-21.7pp | 27.09%-18.6pp | 550.52%-542.1pp |
| Employer contribution / active EE | $15,433 | $4,569+237.8% | $3,951+290.6% | $4,662+231.0% |
| Participant deferral / active EE | $14,978 | $6,959+115.2% | $6,277+138.6% | $6,690+123.9% |
| Admin fee / account holder | $976 | $12,017-91.9% | $10,362-90.6% | $13,400-92.7% |