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 | $202,074 | $210,991-4.2% | $153,741+31.4% | $145,897+38.5% |
| Participation rate | 83.3% | 82.1%+1.2pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 9.62% | 13.46%-3.8pp | 15.71%-6.1pp | 552.29%-542.7pp |
| Employer contribution / active EE | $3,280 | $6,057-45.8% | $5,042-34.9% | $4,663-29.7% |
| Participant deferral / active EE | $4,849 | $7,979-39.2% | $6,757-28.2% | $6,689-27.5% |
| Admin fee / account holder | $1,789 | $19,490-90.8% | $12,749-86.0% | $13,390-86.6% |