Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $154,891 | $167,415-7.5% | $140,514+10.2% | $198,609-22.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 13.86% | 13.85%0pp | 14.36%-0.5pp | 202.70%-188.8pp |
| Employer contribution / active EE | $3,111 | $4,088-23.9% | $3,378-7.9% | $5,055-38.5% |
| Participant deferral / active EE | $9,625 | $5,579+72.5% | $4,919+95.7% | $6,977+38.0% |
| Admin fee / account holder | $3,755 | $16,730-77.6% | $13,697-72.6% | $19,030-80.3% |