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 | $215,995 | $201,344+7.3% | $184,243+17.2% | $145,877+48.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.27% | 29.01%-16.7pp | 28.82%-16.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $6,889 | $7,022-1.9% | $6,427+7.2% | $4,663+47.7% |
| Participant deferral / active EE | $4,953 | $9,807-49.5% | $9,132-45.8% | $6,691-26.0% |
| Admin fee / account holder | $36,435 | $16,382+122.4% | $13,914+161.9% | $13,402+171.9% |