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 | $173,283 | $156,398+10.8% | $147,318+17.6% | $138,895+24.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.26% | 78.75%-61.5pp | 70.43%-53.2pp | 145.39%-128.1pp |
| Employer contribution / active EE | $4,864 | $4,853+0.2% | $4,593+5.9% | $4,194+16.0% |
| Participant deferral / active EE | $9,909 | $8,237+20.3% | $7,906+25.3% | $6,396+54.9% |
| Admin fee / account holder | $6,555 | $14,976-56.2% | $13,708-52.2% | $12,562-47.8% |