Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $219,423 | $227,291-3.5% | $214,702+2.2% | $155,188+41.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 9.18% | 60.08%-50.9pp | 54.55%-45.4pp | 148.84%-139.7pp |
| Employer contribution / active EE | $5,618 | $6,772-17.0% | $6,461-13.0% | $4,248+32.3% |
| Participant deferral / active EE | $17,587 | $9,582+83.5% | $9,147+92.3% | $6,531+169.3% |
| Admin fee / account holder | $98,916 | $20,413+384.6% | $19,830+398.8% | $14,480+583.1% |