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 | $178,437 | $181,062-1.4% | $158,223+12.8% | $155,188+15.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.91% | 57.39%-38.5pp | 52.09%-33.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $6,088 | $4,565+33.4% | $4,109+48.2% | $4,248+43.3% |
| Participant deferral / active EE | $6,473 | $6,134+5.5% | $5,467+18.4% | $6,531-0.9% |
| Admin fee / account holder | $1,729 | $18,825-90.8% | $16,047-89.2% | $14,480-88.1% |