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 | $204,548 | $162,136+26.2% | $152,301+34.3% | $154,746+32.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.99% | 91.02%-72.0pp | 80.50%-61.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $5,503 | $4,890+12.5% | $4,624+19.0% | $4,379+25.7% |
| Participant deferral / active EE | $24,154 | $8,341+189.6% | $8,004+201.8% | $6,730+258.9% |
| Admin fee / account holder | $1,220 | $15,759-92.3% | $14,398-91.5% | $14,365-91.5% |