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 | $193,969 | $201,372-3.7% | $184,260+5.3% | $145,884+33.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.64% | 29.04%-16.4pp | 28.84%-16.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $7,222 | $7,024+2.8% | $6,427+12.4% | $4,662+54.9% |
| Participant deferral / active EE | $4,996 | $9,808-49.1% | $9,133-45.3% | $6,690-25.3% |
| Admin fee / account holder | $1,157 | $16,362-92.9% | $13,898-91.7% | $13,392-91.4% |