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 | $202,792 | $172,111+17.8% | $150,298+34.9% | $137,256+47.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.03% | 69.37%-50.3pp | 62.79%-43.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,998 | $4,636-35.3% | $4,154-27.8% | $4,156-27.9% |
| Participant deferral / active EE | $8,908 | $6,166+44.5% | $5,453+63.4% | $6,407+39.0% |
| Admin fee / account holder | $351 | $16,471-97.9% | $14,116-97.5% | $12,270-97.1% |