Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $208,198 | $183,592+13.4% | $155,574+33.8% | $145,877+42.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 24.81% | 61.37%-36.6pp | 64.87%-40.1pp | 551.28%-526.5pp |
| Employer contribution / active EE | $2,253 | $5,317-57.6% | $4,676-51.8% | $4,663-51.7% |
| Participant deferral / active EE | $12,400 | $6,466+91.8% | $5,629+120.3% | $6,691+85.3% |
| Admin fee / account holder | $686 | $19,316-96.4% | $15,914-95.7% | $13,402-94.9% |