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 | $149,391 | $126,661+17.9% | $113,397+31.7% | $138,895+7.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 12.40% | 25.05%-12.6pp | 23.20%-10.8pp | 145.39%-133.0pp |
| Employer contribution / active EE | $3,118 | $3,456-9.8% | $2,977+4.7% | $4,194-25.7% |
| Participant deferral / active EE | $7,332 | $5,693+28.8% | $5,076+44.4% | $6,396+14.6% |
| Admin fee / account holder | $17,128 | $14,549+17.7% | $11,957+43.3% | $12,562+36.3% |