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 | $207,317 | $162,821+27.3% | $133,978+54.7% | $158,982+30.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.01% | 41.95%-26.9pp | 45.10%-30.1pp | 302.99%-288.0pp |
| Employer contribution / active EE | $4,654 | $4,976-6.5% | $3,919+18.7% | $4,763-2.3% |
| Participant deferral / active EE | $6,897 | $5,910+16.7% | $5,047+36.6% | $5,983+15.3% |
| Admin fee / account holder | $2,571 | $11,742-78.1% | $8,930-71.2% | $11,252-77.1% |