Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $205,076 | $114,712+78.8% | $173,730+18.0% | $87,485+134.4% |
| Participation rate | 82.4% | 73.0%+9.4pp | 79.6%+2.8pp | 68.9%+13.4pp |
| Annual return | 15.06% | 20.18%-5.1pp | 19.96%-4.9pp | 26.06%-11.0pp |
| Employer contribution / active EE | $3,732 | $2,904+28.5% | $4,577-18.5% | $2,596+43.8% |
| Participant deferral / active EE | $9,167 | $4,642+97.5% | $6,326+44.9% | $4,274+114.5% |
| Admin fee / account holder | $16,936 | $10,210+65.9% | $17,523-3.4% | $7,775+117.8% |