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 | $192,757 | $172,111+12.0% | $150,298+28.2% | $137,256+40.4% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 12.07% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $940 | $4,636-79.7% | $4,154-77.4% | $4,156-77.4% |
| Participant deferral / active EE | $4,608 | $6,166-25.3% | $5,453-15.5% | $6,407-28.1% |
| Admin fee / account holder | $18,076 | $16,471+9.7% | $14,116+28.1% | $12,270+47.3% |