Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $188,328 | $154,228+22.1% | $145,433+29.5% | $137,256+37.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.74% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $7,274 | $4,804+51.4% | $4,554+59.7% | $4,156+75.0% |
| Participant deferral / active EE | $19,400 | $8,216+136.1% | $7,897+145.7% | $6,407+202.8% |
| Admin fee / account holder | $13,098 | $14,344-8.7% | $13,129-0.2% | $12,270+6.7% |