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 | $197,620 | $199,109-0.7% | $173,730+13.8% | $154,746+27.7% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.6%+14.9pp | 80.7%+13.7pp |
| Annual return | 11.58% | 20.02%-8.4pp | 19.96%-8.4pp | 172.34%-160.8pp |
| Employer contribution / active EE | $3,476 | $5,311-34.5% | $4,577-24.1% | $4,379-20.6% |
| Participant deferral / active EE | $10,270 | $7,113+44.4% | $6,326+62.3% | $6,730+52.6% |
| Admin fee / account holder | $4,225 | $20,916-79.8% | $17,523-75.9% | $14,365-70.6% |