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 | $191,211 | $210,991-9.4% | $153,741+24.4% | $145,897+31.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.74% | 13.46%-3.7pp | 15.71%-6.0pp | 552.29%-542.6pp |
| Employer contribution / active EE | $8,641 | $6,057+42.7% | $5,042+71.4% | $4,663+85.3% |
| Participant deferral / active EE | $24,058 | $7,979+201.5% | $6,757+256.1% | $6,689+259.6% |
| Admin fee / account holder | $84,541 | $19,490+333.8% | $12,749+563.1% | $13,390+531.4% |