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 | $163,472 | $107,666+51.8% | $102,184+60.0% | $154,746+5.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 18.59% | 29.33%-10.7pp | 31.58%-13.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $3,283 | $3,846-14.6% | $3,594-8.6% | $4,379-25.0% |
| Participant deferral / active EE | $9,876 | $8,719+13.3% | $8,309+18.9% | $6,730+46.7% |
| Admin fee / account holder | $3,425 | $12,943-73.5% | $11,609-70.5% | $14,365-76.2% |