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 | $186,867 | $178,174+4.9% | $156,181+19.6% | $137,256+36.1% |
| Participation rate | 77.8% | 82.0%-4.3pp | 78.8%-1.1pp | 80.0%-2.2pp |
| Annual return | 18.83% | 84.19%-65.4pp | 64.87%-46.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,488 | $4,972-70.1% | $4,294-65.4% | $4,156-64.2% |
| Participant deferral / active EE | $3,060 | $6,888-55.6% | $6,132-50.1% | $6,407-52.2% |
| Admin fee / account holder | $3,620 | $17,404-79.2% | $14,586-75.2% | $12,270-70.5% |