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 | $178,193 | $148,623+19.9% | $135,974+31.0% | $139,466+27.8% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 16.37% | 79.30%-62.9pp | 68.30%-51.9pp | 373.66%-357.3pp |
| Employer contribution / active EE | $5,005 | $5,246-4.6% | $4,859+3.0% | $4,754+5.3% |
| Participant deferral / active EE | $4,549 | $8,103-43.9% | $7,760-41.4% | $6,712-32.2% |
| Admin fee / account holder | $899 | $12,406-92.8% | $10,767-91.7% | $11,409-92.1% |