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 | $198,293 | $174,379+13.7% | $152,093+30.4% | $138,895+42.8% |
| Participation rate | 77.8% | 81.6%-3.9pp | 77.8%0pp | 79.9%-2.1pp |
| Annual return | 16.25% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $2,451 | $4,652-47.3% | $4,175-41.3% | $4,194-41.6% |
| Participant deferral / active EE | $5,610 | $6,159-8.9% | $5,451+2.9% | $6,396-12.3% |
| Admin fee / account holder | $522 | $16,880-96.9% | $14,497-96.4% | $12,562-95.8% |