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 | $198,484 | $154,228+28.7% | $145,433+36.5% | $137,256+44.6% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 20.22% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $4,695 | $4,804-2.3% | $4,554+3.1% | $4,156+13.0% |
| Participant deferral / active EE | $10,744 | $8,216+30.8% | $7,897+36.0% | $6,407+67.7% |
| Admin fee / account holder | $1,322 | $14,344-90.8% | $13,129-89.9% | $12,270-89.2% |