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 | $178,710 | $162,136+10.2% | $152,301+17.3% | $154,746+15.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.26% | 91.02%-74.8pp | 80.50%-64.2pp | 172.34%-156.1pp |
| Employer contribution / active EE | $6,739 | $4,890+37.8% | $4,624+45.7% | $4,379+53.9% |
| Participant deferral / active EE | $9,447 | $8,341+13.3% | $8,004+18.0% | $6,730+40.4% |
| Admin fee / account holder | $38,981 | $15,759+147.3% | $14,398+170.7% | $14,365+171.4% |