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 | $195,606 | $172,111+13.7% | $150,298+30.1% | $137,256+42.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.54% | 69.37%-49.8pp | 62.79%-43.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $16,995 | $4,636+266.6% | $4,154+309.1% | $4,156+308.9% |
| Participant deferral / active EE | $10,245 | $6,166+66.2% | $5,453+87.9% | $6,407+59.9% |
| Admin fee / account holder | $1,543 | $16,471-90.6% | $14,116-89.1% | $12,270-87.4% |