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 | $235,546 | $185,312+27.1% | $161,489+45.9% | $154,746+52.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.59% | 103.84%-89.3pp | 89.72%-75.1pp | 172.34%-157.7pp |
| Employer contribution / active EE | $12,358 | $4,769+159.1% | $4,268+189.5% | $4,379+182.2% |
| Participant deferral / active EE | $13,788 | $6,350+117.1% | $5,630+144.9% | $6,730+104.9% |
| Admin fee / account holder | $2,525 | $18,654-86.5% | $16,006-84.2% | $14,365-82.4% |