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 | $203,411 | $197,603+2.9% | $177,827+14.4% | $158,950+28.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.69% | 58.76%-37.1pp | 48.32%-26.6pp | 302.91%-281.2pp |
| Employer contribution / active EE | $4,307 | $6,698-35.7% | $5,918-27.2% | $4,762-9.5% |
| Participant deferral / active EE | $14,455 | $8,404+72.0% | $7,713+87.4% | $5,983+141.6% |
| Admin fee / account holder | $3,093 | $15,402-79.9% | $12,429-75.1% | $11,248-72.5% |