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 | $203,506 | $157,296+29.4% | $141,191+44.1% | $152,897+33.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.11% | 64.34%-37.2pp | 71.41%-44.3pp | 345.43%-318.3pp |
| Employer contribution / active EE | $23,994 | $5,262+356.0% | $4,736+406.6% | $4,764+403.7% |
| Participant deferral / active EE | $23,016 | $7,111+223.7% | $6,710+243.0% | $5,851+293.4% |
| Admin fee / account holder | $1,041 | $12,125-91.4% | $10,264-89.9% | $11,599-91.0% |