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 | $155,555+36.3% | $146,866+44.4% | $155,188+36.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 22.26% | 115.41%-93.2pp | 102.85%-80.6pp | 148.84%-126.6pp |
| Employer contribution / active EE | $2,503 | $4,647-46.1% | $4,425-43.4% | $4,248-41.1% |
| Participant deferral / active EE | $6,270 | $8,044-22.1% | $7,759-19.2% | $6,531-4.0% |
| Admin fee / account holder | $6,076 | $14,755-58.8% | $13,620-55.4% | $14,480-58.0% |