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 | $229,451 | $154,228+48.8% | $145,433+57.8% | $137,256+67.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.05% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $17,267 | $4,804+259.4% | $4,554+279.1% | $4,156+315.5% |
| Participant deferral / active EE | $7,926 | $8,216-3.5% | $7,897+0.4% | $6,407+23.7% |
| Admin fee / account holder | $856 | $14,344-94.0% | $13,129-93.5% | $12,270-93.0% |