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 | $249,126 | $162,136+53.7% | $152,301+63.6% | $154,746+61.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.72% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $7,946 | $4,890+62.5% | $4,624+71.8% | $4,379+81.4% |
| Participant deferral / active EE | $14,737 | $8,341+76.7% | $8,004+84.1% | $6,730+119.0% |
| Admin fee / account holder | $1,297 | $15,759-91.8% | $14,398-91.0% | $14,365-91.0% |