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 | $192,605 | $185,312+3.9% | $161,489+19.3% | $154,746+24.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.04% | 103.84%-84.8pp | 89.72%-70.7pp | 172.34%-153.3pp |
| Employer contribution / active EE | $6,697 | $4,769+40.4% | $4,268+56.9% | $4,379+52.9% |
| Participant deferral / active EE | $3,634 | $6,350-42.8% | $5,630-35.5% | $6,730-46.0% |
| Admin fee / account holder | $18,616 | $18,654-0.2% | $16,006+16.3% | $14,365+29.6% |