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 | $216,668 | $212,777+1.8% | $173,703+24.7% | $198,609+9.1% |
| Participation rate | 77.8% | 81.1%-3.3pp | 75.9%+1.9pp | 82.4%-4.6pp |
| Annual return | 19.93% | 18.82%+1.1pp | 17.46%+2.5pp | 202.70%-182.8pp |
| Employer contribution / active EE | $4,454 | $5,214-14.6% | $4,288+3.9% | $5,055-11.9% |
| Participant deferral / active EE | $3,581 | $5,697-37.1% | $4,854-26.2% | $6,977-48.7% |
| Admin fee / account holder | $2,532 | $19,536-87.0% | $15,562-83.7% | $19,030-86.7% |