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 | $168,785 | $174,379-3.2% | $152,093+11.0% | $138,895+21.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.41% | 74.86%-56.4pp | 66.36%-47.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $4,071 | $4,652-12.5% | $4,175-2.5% | $4,194-2.9% |
| Participant deferral / active EE | $20,667 | $6,159+235.5% | $5,451+279.1% | $6,396+223.1% |
| Admin fee / account holder | $609 | $16,880-96.4% | $14,497-95.8% | $12,562-95.2% |