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 | $223,979 | $174,379+28.4% | $152,093+47.3% | $138,895+61.3% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 13.31% | 74.86%-61.5pp | 66.36%-53.0pp | 145.39%-132.1pp |
| Employer contribution / active EE | $1,666 | $4,652-64.2% | $4,175-60.1% | $4,194-60.3% |
| Participant deferral / active EE | $3,332 | $6,159-45.9% | $5,451-38.9% | $6,396-47.9% |
| Admin fee / account holder | $35,554 | $16,880+110.6% | $14,497+145.3% | $12,562+183.0% |