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 | $151,866 | $184,014-17.5% | $161,149-5.8% | $138,895+9.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 13.68% | 21.52%-7.8pp | 21.16%-7.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $5,733 | $5,055+13.4% | $4,360+31.5% | $4,194+36.7% |
| Participant deferral / active EE | $9,937 | $6,909+43.8% | $6,153+61.5% | $6,396+55.4% |
| Admin fee / account holder | $59,694 | $18,027+231.1% | $15,194+292.9% | $12,562+375.2% |