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 | $194,583 | $182,442+6.7% | $163,379+19.1% | $138,895+40.1% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.8%+10.7pp | 79.9%+7.6pp |
| Annual return | 17.20% | 72.74%-55.5pp | 63.41%-46.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $3,027 | $4,159-27.2% | $3,752-19.3% | $4,194-27.8% |
| Participant deferral / active EE | $7,347 | $6,817+7.8% | $6,282+17.0% | $6,396+14.9% |
| Admin fee / account holder | $8,179 | $10,396-21.3% | $9,818-16.7% | $12,562-34.9% |