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 | $242,335 | $212,386+14.1% | $199,883+21.2% | $138,895+74.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 13.97% | 47.75%-33.8pp | 43.81%-29.8pp | 145.39%-131.4pp |
| Employer contribution / active EE | $5,855 | $6,625-11.6% | $6,261-6.5% | $4,194+39.6% |
| Participant deferral / active EE | $15,500 | $9,617+61.2% | $9,138+69.6% | $6,396+142.3% |
| Admin fee / account holder | $7,168 | $18,233-60.7% | $17,268-58.5% | $12,562-42.9% |