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 | $195,944 | $152,074+28.8% | $137,474+42.5% | $198,609-1.3% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 17.18% | 10.68%+6.5pp | 11.53%+5.7pp | 202.70%-185.5pp |
| Employer contribution / active EE | $9,856 | $5,444+81.0% | $5,048+95.2% | $5,055+95.0% |
| Participant deferral / active EE | $18,148 | $6,522+178.3% | $6,155+194.8% | $6,977+160.1% |
| Admin fee / account holder | $1,086 | $11,950-90.9% | $10,602-89.8% | $19,030-94.3% |