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 | $143,056 | $154,228-7.2% | $145,433-1.6% | $137,256+4.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.79% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,858 | $4,804-61.3% | $4,554-59.2% | $4,156-55.3% |
| Participant deferral / active EE | $9,109 | $8,216+10.9% | $7,897+15.3% | $6,407+42.2% |
| Admin fee / account holder | $41,635 | $14,344+190.3% | $13,129+217.1% | $12,270+239.3% |