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 | $210,437 | $174,379+20.7% | $152,093+38.4% | $138,895+51.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.66% | 74.86%-53.2pp | 66.36%-44.7pp | 145.39%-123.7pp |
| Employer contribution / active EE | $8,214 | $4,652+76.6% | $4,175+96.7% | $4,194+95.8% |
| Participant deferral / active EE | $8,264 | $6,159+34.2% | $5,451+51.6% | $6,396+29.2% |
| Admin fee / account holder | $3,604 | $16,880-78.6% | $14,497-75.1% | $12,562-71.3% |