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 | $231,990 | $201,372+15.2% | $184,260+25.9% | $145,884+59.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.48% | 29.04%+1.4pp | 28.84%+1.6pp | 551.85%-521.4pp |
| Employer contribution / active EE | $9,880 | $7,024+40.7% | $6,427+53.7% | $4,662+111.9% |
| Participant deferral / active EE | $15,250 | $9,808+55.5% | $9,133+67.0% | $6,690+128.0% |
| Admin fee / account holder | $8,411 | $16,362-48.6% | $13,898-39.5% | $13,392-37.2% |