Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $200,579 | $208,088-3.6% | $186,193+7.7% | $154,746+29.6% |
| Participation rate | 94.7% | 80.0%+14.7pp | 77.1%+17.6pp | 80.7%+14.0pp |
| Annual return | 10.34% | 89.97%-79.6pp | 78.03%-67.7pp | 172.34%-162.0pp |
| Employer contribution / active EE | $6,073 | $4,340+39.9% | $3,918+55.0% | $4,379+38.7% |
| Participant deferral / active EE | $11,887 | $7,078+67.9% | $6,513+82.5% | $6,730+76.6% |
| Admin fee / account holder | $71,731 | $11,698+513.2% | $11,058+548.7% | $14,365+399.3% |