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 | $182,228 | $162,136+12.4% | $152,301+19.6% | $154,746+17.8% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 14.51% | 91.02%-76.5pp | 80.50%-66.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $5,448 | $4,890+11.4% | $4,624+17.8% | $4,379+24.4% |
| Participant deferral / active EE | $6,449 | $8,341-22.7% | $8,004-19.4% | $6,730-4.2% |
| Admin fee / account holder | $1,467 | $15,759-90.7% | $14,398-89.8% | $14,365-89.8% |