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 | $183,752 | $172,111+6.8% | $150,298+22.3% | $137,256+33.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.61% | 69.37%-56.8pp | 62.79%-50.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,786 | $4,636-18.3% | $4,154-8.9% | $4,156-8.9% |
| Participant deferral / active EE | $9,400 | $6,166+52.4% | $5,453+72.4% | $6,407+46.7% |
| Admin fee / account holder | $2,216 | $16,471-86.5% | $14,116-84.3% | $12,270-81.9% |