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 | $206,222 | $154,228+33.7% | $145,433+41.8% | $137,256+50.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.38% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,395 | $4,804-50.2% | $4,554-47.4% | $4,156-42.4% |
| Participant deferral / active EE | $6,613 | $8,216-19.5% | $7,897-16.3% | $6,407+3.2% |
| Admin fee / account holder | $14,975 | $14,344+4.4% | $13,129+14.1% | $12,270+22.0% |