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 | $168,854 | $154,228+9.5% | $145,433+16.1% | $137,256+23.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 15.48% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $10,406 | $4,804+116.6% | $4,554+128.5% | $4,156+150.4% |
| Participant deferral / active EE | $10,216 | $8,216+24.3% | $7,897+29.4% | $6,407+59.5% |
| Admin fee / account holder | $803 | $14,344-94.4% | $13,129-93.9% | $12,270-93.5% |