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 | $172,981 | $154,228+12.2% | $145,433+18.9% | $137,256+26.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.72% | 74.59%-51.9pp | 66.58%-43.9pp | 220.34%-197.6pp |
| Employer contribution / active EE | $15,206 | $4,804+216.5% | $4,554+233.9% | $4,156+265.9% |
| Participant deferral / active EE | $15,248 | $8,216+85.6% | $7,897+93.1% | $6,407+138.0% |
| Admin fee / account holder | $1,763 | $14,344-87.7% | $13,129-86.6% | $12,270-85.6% |