Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $194,830 | $183,516+6.2% | $155,534+25.3% | $145,884+33.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 32.44% | 61.43%-29.0pp | 64.92%-32.5pp | 551.85%-519.4pp |
| Employer contribution / active EE | $3,044 | $5,315-42.7% | $4,675-34.9% | $4,662-34.7% |
| Participant deferral / active EE | $18,797 | $6,467+190.7% | $5,630+233.8% | $6,690+181.0% |
| Admin fee / account holder | $1,912 | $19,293-90.1% | $15,900-88.0% | $13,392-85.7% |