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 | $89,159 | $162,136-45.0% | $152,301-41.5% | $154,746-42.4% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 18.12% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $4,952 | $4,890+1.3% | $4,624+7.1% | $4,379+13.1% |
| Participant deferral / active EE | $7,641 | $8,341-8.4% | $8,004-4.5% | $6,730+13.5% |
| Admin fee / account holder | $513 | $15,759-96.7% | $14,398-96.4% | $14,365-96.4% |