Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $154,057 | $114,119+35.0% | $107,187+43.7% | $138,895+10.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 16.30% | 273.21%-256.9pp | 204.55%-188.2pp | 145.39%-129.1pp |
| Employer contribution / active EE | $15,267 | $4,059+276.2% | $3,782+303.7% | $4,194+264.0% |
| Participant deferral / active EE | $12,010 | $5,538+116.9% | $5,096+135.7% | $6,396+87.8% |
| Admin fee / account holder | $963 | $10,024-90.4% | $9,162-89.5% | $12,562-92.3% |