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 | $189,626 | $165,381+14.7% | $149,730+26.6% | $158,966+19.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.38% | 348.29%-333.9pp | 276.70%-262.3pp | 302.95%-288.6pp |
| Employer contribution / active EE | $3,840 | $5,104-24.8% | $4,645-17.3% | $4,762-19.4% |
| Participant deferral / active EE | $9,679 | $7,182+34.8% | $6,843+41.4% | $5,983+61.8% |
| Admin fee / account holder | $14,204 | $10,809+31.4% | $9,310+52.6% | $11,250+26.3% |