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 | $207,114 | $154,228+34.3% | $145,433+42.4% | $137,256+50.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 17.76% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $951 | $4,804-80.2% | $4,554-79.1% | $4,156-77.1% |
| Participant deferral / active EE | $3,804 | $8,216-53.7% | $7,897-51.8% | $6,407-40.6% |
| Admin fee / account holder | $1,091 | $14,344-92.4% | $13,129-91.7% | $12,270-91.1% |