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 | $200,388 | $148,623+34.8% | $135,974+47.4% | $139,466+43.7% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 19.62% | 79.30%-59.7pp | 68.30%-48.7pp | 373.66%-354.0pp |
| Employer contribution / active EE | $8,422 | $5,246+60.5% | $4,859+73.3% | $4,754+77.2% |
| Participant deferral / active EE | $11,459 | $8,103+41.4% | $7,760+47.7% | $6,712+70.7% |
| Admin fee / account holder | $748 | $12,406-94.0% | $10,767-93.1% | $11,409-93.4% |