Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $246,366 | $162,136+52.0% | $152,301+61.8% | $154,746+59.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.91% | 91.02%-70.1pp | 80.50%-59.6pp | 172.34%-151.4pp |
| Employer contribution / active EE | $18,900 | $4,890+286.5% | $4,624+308.7% | $4,379+331.6% |
| Participant deferral / active EE | $11,396 | $8,341+36.6% | $8,004+42.4% | $6,730+69.3% |
| Admin fee / account holder | $1,644 | $15,759-89.6% | $14,398-88.6% | $14,365-88.6% |