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 | $150,807 | $154,228-2.2% | $145,433+3.7% | $137,256+9.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.85% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,452 | $4,804-28.1% | $4,554-24.2% | $4,156-16.9% |
| Participant deferral / active EE | $17,468 | $8,216+112.6% | $7,897+121.2% | $6,407+172.6% |
| Admin fee / account holder | $15,360 | $14,344+7.1% | $13,129+17.0% | $12,270+25.2% |