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 | $168,847 | $153,769+9.8% | $133,975+26.0% | $273,973-38.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.35% | 36.51%-31.2pp | 29.29%-23.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $10,418 | $6,029+72.8% | $5,211+99.9% | $4,869+114.0% |
| Participant deferral / active EE | $6,364 | $6,958-8.5% | $6,282+1.3% | $5,287+20.4% |
| Admin fee / account holder | $17,690 | $11,765+50.4% | $9,324+89.7% | $10,133+74.6% |