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 | $172,848 | $153,769+12.4% | $133,975+29.0% | $273,972-36.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 18.52% | 36.51%-18.0pp | 29.29%-10.8pp | 41.46%-22.9pp |
| Employer contribution / active EE | $5,419 | $6,029-10.1% | $5,211+4.0% | $4,869+11.3% |
| Participant deferral / active EE | $11,178 | $6,958+60.6% | $6,282+77.9% | $5,287+111.4% |
| Admin fee / account holder | $55,805 | $11,765+374.3% | $9,324+498.5% | $10,133+450.7% |