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 | $167,016 | $254,759-34.4% | $216,567-22.9% | $198,609-15.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 9.87% | 10.04%-0.2pp | 12.94%-3.1pp | 202.70%-192.8pp |
| Employer contribution / active EE | $7,965 | $6,096+30.7% | $5,216+52.7% | $5,055+57.6% |
| Participant deferral / active EE | $10,702 | $6,948+54.0% | $6,191+72.9% | $6,977+53.4% |
| Admin fee / account holder | $56,201 | $26,311+113.6% | $21,981+155.7% | $19,030+195.3% |