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 | $208,301 | $154,228+35.1% | $145,433+43.2% | $137,256+51.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.24% | 74.59%-60.4pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $7,772 | $4,804+61.8% | $4,554+70.7% | $4,156+87.0% |
| Participant deferral / active EE | $23,967 | $8,216+191.7% | $7,897+203.5% | $6,407+274.1% |
| Admin fee / account holder | $94,982 | $14,344+562.2% | $13,129+623.5% | $12,270+674.1% |