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 | $211,604 | $197,637+7.1% | $177,848+19.0% | $158,982+33.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.49% | 58.77%-44.3pp | 48.33%-33.8pp | 302.99%-288.5pp |
| Employer contribution / active EE | $9,031 | $6,698+34.8% | $5,919+52.6% | $4,763+89.6% |
| Participant deferral / active EE | $9,620 | $8,405+14.5% | $7,714+24.7% | $5,983+60.8% |
| Admin fee / account holder | $1,982 | $15,406-87.1% | $12,431-84.1% | $11,252-82.4% |