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 | $238,367 | $201,264+18.4% | $184,185+29.4% | $145,978+63.3% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.3pp | 80.3%-1.7pp |
| Annual return | 12.52% | 29.00%-16.5pp | 28.81%-16.3pp | 550.52%-538.0pp |
| Employer contribution / active EE | $2,579 | $7,021-63.3% | $6,426-59.9% | $4,662-44.7% |
| Participant deferral / active EE | $6,361 | $9,806-35.1% | $9,132-30.3% | $6,690-4.9% |
| Admin fee / account holder | $2,870 | $16,376-82.5% | $13,909-79.4% | $13,400-78.6% |