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 | $192,231 | $156,398+22.9% | $147,318+30.5% | $138,895+38.4% |
| Participation rate | 72.7% | 83.8%-11.0pp | 82.1%-9.3pp | 79.9%-7.2pp |
| Annual return | 14.73% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $9,571 | $4,853+97.2% | $4,593+108.4% | $4,194+128.2% |
| Participant deferral / active EE | $10,133 | $8,237+23.0% | $7,906+28.2% | $6,396+58.4% |
| Admin fee / account holder | $24,546 | $14,976+63.9% | $13,708+79.1% | $12,562+95.4% |