Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $212,035 | $156,398+35.6% | $147,318+43.9% | $138,895+52.7% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 22.26% | 78.75%-56.5pp | 70.43%-48.2pp | 145.39%-123.1pp |
| Employer contribution / active EE | $2,503 | $4,853-48.4% | $4,593-45.5% | $4,194-40.3% |
| Participant deferral / active EE | $6,270 | $8,237-23.9% | $7,906-20.7% | $6,396-2.0% |
| Admin fee / account holder | $6,076 | $14,976-59.4% | $13,708-55.7% | $12,562-51.6% |