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 | $160,788 | $156,398+2.8% | $147,318+9.1% | $138,895+15.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.71% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $15,011 | $4,853+209.3% | $4,593+226.8% | $4,194+257.9% |
| Participant deferral / active EE | $9,419 | $8,237+14.3% | $7,906+19.1% | $6,396+47.3% |
| Admin fee / account holder | $549 | $14,976-96.3% | $13,708-96.0% | $12,562-95.6% |