Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $172,140 | $167,415+2.8% | $140,514+22.5% | $198,609-13.3% |
| Participation rate | 84.6% | 80.9%+3.7pp | 77.8%+6.8pp | 82.4%+2.2pp |
| Annual return | 20.68% | 13.85%+6.8pp | 14.36%+6.3pp | 202.70%-182.0pp |
| Employer contribution / active EE | $14,013 | $4,088+242.8% | $3,378+314.8% | $5,055+177.2% |
| Participant deferral / active EE | $14,503 | $5,579+160.0% | $4,919+194.9% | $6,977+107.9% |
| Admin fee / account holder | $2,752 | $16,730-83.6% | $13,697-79.9% | $19,030-85.5% |