Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $196,166 | $199,109-1.5% | $173,730+12.9% | $154,746+26.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.81% | 20.02%-4.2pp | 19.96%-4.1pp | 172.34%-156.5pp |
| Employer contribution / active EE | $12,646 | $5,311+138.1% | $4,577+176.3% | $4,379+188.8% |
| Participant deferral / active EE | $2,408 | $7,113-66.2% | $6,326-61.9% | $6,730-64.2% |
| Admin fee / account holder | $25,625 | $20,916+22.5% | $17,523+46.2% | $14,365+78.4% |