Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $207,995 | $181,896+14.3% | $156,551+32.9% | $273,972-24.1% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 8.27% | 30.74%-22.5pp | 32.23%-24.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $7,509 | $6,248+20.2% | $5,501+36.5% | $4,869+54.2% |
| Participant deferral / active EE | $6,668 | $5,550+20.2% | $4,871+36.9% | $5,287+26.1% |
| Admin fee / account holder | $3,722 | $15,560-76.1% | $13,028-71.4% | $10,133-63.3% |