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 | $206,412 | $275,752-25.1% | $256,809-19.6% | $198,609+3.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 16.10% | 34.81%-18.7pp | 32.73%-16.6pp | 202.70%-186.6pp |
| Employer contribution / active EE | $14,857 | $7,721+92.4% | $7,263+104.6% | $5,055+193.9% |
| Participant deferral / active EE | $10,030 | $10,037-0.1% | $9,520+5.4% | $6,977+43.8% |
| Admin fee / account holder | $1,542 | $25,716-94.0% | $25,146-93.9% | $19,030-91.9% |