Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $174,031 | $154,228+12.8% | $145,433+19.7% | $137,256+26.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 18.51% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $8,608 | $4,804+79.2% | $4,554+89.0% | $4,156+107.1% |
| Participant deferral / active EE | $21,114 | $8,216+157.0% | $7,897+167.4% | $6,407+229.6% |
| Admin fee / account holder | $5,880 | $14,344-59.0% | $13,129-55.2% | $12,270-52.1% |