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 | $157,620 | $154,228+2.2% | $145,433+8.4% | $137,256+14.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.63% | 74.59%-60.0pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $15,290 | $4,804+218.3% | $4,554+235.7% | $4,156+267.9% |
| Participant deferral / active EE | $5,717 | $8,216-30.4% | $7,897-27.6% | $6,407-10.8% |
| Admin fee / account holder | $5,189 | $14,344-63.8% | $13,129-60.5% | $12,270-57.7% |