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 | $156,658 | $181,896-13.9% | $156,551+0.1% | $273,972-42.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.33% | 30.74%-17.4pp | 32.23%-18.9pp | 41.46%-28.1pp |
| Employer contribution / active EE | $6,000 | $6,248-4.0% | $5,501+9.1% | $4,869+23.2% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $22,922 | $15,560+47.3% | $13,028+75.9% | $10,133+126.2% |