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 | $241,707 | $254,759-5.1% | $216,567+11.6% | $198,609+21.7% |
| Participation rate | 77.8% | 84.5%-6.7pp | 81.6%-3.9pp | 82.4%-4.6pp |
| Annual return | 11.59% | 10.04%+1.5pp | 12.94%-1.4pp | 202.70%-191.1pp |
| Employer contribution / active EE | $12,221 | $6,096+100.5% | $5,216+134.3% | $5,055+141.7% |
| Participant deferral / active EE | $8,133 | $6,948+17.1% | $6,191+31.4% | $6,977+16.6% |
| Admin fee / account holder | $2,228 | $26,311-91.5% | $21,981-89.9% | $19,030-88.3% |