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 | $219,810 | $174,379+26.1% | $152,093+44.5% | $138,895+58.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.32% | 74.86%-53.5pp | 66.36%-45.0pp | 145.39%-124.1pp |
| Employer contribution / active EE | $2,739 | $4,652-41.1% | $4,175-34.4% | $4,194-34.7% |
| Participant deferral / active EE | $6,557 | $6,159+6.5% | $5,451+20.3% | $6,396+2.5% |
| Admin fee / account holder | $1,807 | $16,880-89.3% | $14,497-87.5% | $12,562-85.6% |