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 | $141,881 | $155,555-8.8% | $146,866-3.4% | $155,188-8.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 11.75% | 115.41%-103.7pp | 102.85%-91.1pp | 148.84%-137.1pp |
| Employer contribution / active EE | $5,337 | $4,647+14.9% | $4,425+20.6% | $4,248+25.6% |
| Participant deferral / active EE | $6,483 | $8,044-19.4% | $7,759-16.4% | $6,531-0.7% |
| Admin fee / account holder | $332 | $14,755-97.8% | $13,620-97.6% | $14,480-97.7% |