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 | $213,466 | $183,627+16.3% | $155,602+37.2% | $145,978+46.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.51% | 61.32%-48.8pp | 64.81%-52.3pp | 550.52%-538.0pp |
| Employer contribution / active EE | $3,013 | $5,316-43.3% | $4,675-35.5% | $4,662-35.4% |
| Participant deferral / active EE | $7,968 | $6,466+23.2% | $5,629+41.6% | $6,690+19.1% |
| Admin fee / account holder | $10,944 | $19,327-43.4% | $15,923-31.3% | $13,400-18.3% |