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 | $206,440 | $213,785-3.4% | $185,441+11.3% | $155,188+33.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 17.08% | 19.97%-2.9pp | 20.16%-3.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $7,103 | $5,393+31.7% | $4,672+52.0% | $4,248+67.2% |
| Participant deferral / active EE | $6,602 | $6,864-3.8% | $6,152+7.3% | $6,531+1.1% |
| Admin fee / account holder | $976 | $21,134-95.4% | $17,890-94.5% | $14,480-93.3% |