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 | $236,039 | $212,386+11.1% | $199,883+18.1% | $138,895+69.9% |
| Participation rate | 93.3% | 87.4%+6.0pp | 86.8%+6.6pp | 79.9%+13.4pp |
| Annual return | 16.59% | 47.75%-31.2pp | 43.81%-27.2pp | 145.39%-128.8pp |
| Employer contribution / active EE | $10,180 | $6,625+53.7% | $6,261+62.6% | $4,194+142.7% |
| Participant deferral / active EE | $19,305 | $9,617+100.7% | $9,138+111.3% | $6,396+201.8% |
| Admin fee / account holder | $8,576 | $18,233-53.0% | $17,268-50.3% | $12,562-31.7% |