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 | $179,674 | $209,336-14.2% | $197,124-8.9% | $137,256+30.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.99% | 48.09%-27.1pp | 44.34%-23.4pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,531 | $6,591-61.6% | $6,227-59.4% | $4,156-39.1% |
| Participant deferral / active EE | $8,670 | $9,614-9.8% | $9,135-5.1% | $6,407+35.3% |
| Admin fee / account holder | $51,305 | $17,308+196.4% | $16,298+214.8% | $12,270+318.1% |