Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $210,299 | $181,062+16.1% | $158,223+32.9% | $155,188+35.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.79% | 57.39%-41.6pp | 52.09%-36.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $3,101 | $4,565-32.1% | $4,109-24.5% | $4,248-27.0% |
| Participant deferral / active EE | $7,951 | $6,134+29.6% | $5,467+45.4% | $6,531+21.7% |
| Admin fee / account holder | $8,070 | $18,825-57.1% | $16,047-49.7% | $14,480-44.3% |