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 | $154,228+15.9% | $145,433+22.9% | $137,256+30.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.26% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $6,739 | $4,804+40.3% | $4,554+48.0% | $4,156+62.2% |
| Participant deferral / active EE | $9,447 | $8,216+15.0% | $7,897+19.6% | $6,407+47.4% |
| Admin fee / account holder | $38,981 | $14,344+171.8% | $13,129+196.9% | $12,270+217.7% |