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 | $209,766 | $185,312+13.2% | $161,489+29.9% | $154,746+35.6% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 16.88% | 103.84%-87.0pp | 89.72%-72.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $3,618 | $4,769-24.1% | $4,268-15.2% | $4,379-17.4% |
| Participant deferral / active EE | $5,734 | $6,350-9.7% | $5,630+1.8% | $6,730-14.8% |
| Admin fee / account holder | $4,656 | $18,654-75.0% | $16,006-70.9% | $14,365-67.6% |