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 | $211,149 | $154,228+36.9% | $145,433+45.2% | $137,256+53.8% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.5pp | 80.0%+15.7pp |
| Annual return | 16.22% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $5,217 | $4,804+8.6% | $4,554+14.6% | $4,156+25.5% |
| Participant deferral / active EE | $8,449 | $8,216+2.8% | $7,897+7.0% | $6,407+31.9% |
| Admin fee / account holder | $30,434 | $14,344+112.2% | $13,129+131.8% | $12,270+148.0% |