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 | $158,181 | $153,769+2.9% | $133,975+18.1% | $273,972-42.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.63% | 36.51%-24.9pp | 29.29%-17.7pp | 41.46%-29.8pp |
| Employer contribution / active EE | $9,383 | $6,029+55.6% | $5,211+80.0% | $4,869+92.7% |
| Participant deferral / active EE | $13,637 | $6,958+96.0% | $6,282+117.1% | $5,287+157.9% |
| Admin fee / account holder | $37,681 | $11,765+220.3% | $9,324+304.1% | $10,133+271.9% |