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 | $210,831 | $213,785-1.4% | $185,441+13.7% | $155,188+35.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 17.99% | 19.97%-2.0pp | 20.16%-2.2pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,476 | $5,393-72.6% | $4,672-68.4% | $4,248-65.2% |
| Participant deferral / active EE | $9,200 | $6,864+34.0% | $6,152+49.6% | $6,531+40.9% |
| Admin fee / account holder | $1,029 | $21,134-95.1% | $17,890-94.2% | $14,480-92.9% |