Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $214,108 | $181,062+18.3% | $158,223+35.3% | $155,188+38.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.81% | 57.39%-41.6pp | 52.09%-36.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $17,003 | $4,565+272.5% | $4,109+313.8% | $4,248+300.3% |
| Participant deferral / active EE | $15,491 | $6,134+152.5% | $5,467+183.4% | $6,531+137.2% |
| Admin fee / account holder | $1,005 | $18,825-94.7% | $16,047-93.7% | $14,480-93.1% |