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 | $204,863 | $174,379+17.5% | $152,093+34.7% | $138,895+47.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.39% | 74.86%-55.5pp | 66.36%-47.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $4,896 | $4,652+5.3% | $4,175+17.3% | $4,194+16.7% |
| Participant deferral / active EE | $10,299 | $6,159+67.2% | $5,451+88.9% | $6,396+61.0% |
| Admin fee / account holder | $2,259 | $16,880-86.6% | $14,497-84.4% | $12,562-82.0% |