Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $224,391 | $184,014+21.9% | $161,149+39.2% | $138,895+61.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.8%+1.2pp | 79.9%+0.1pp |
| Annual return | 20.05% | 21.52%-1.5pp | 21.16%-1.1pp | 145.39%-125.3pp |
| Employer contribution / active EE | $2,312 | $5,055-54.3% | $4,360-47.0% | $4,194-44.9% |
| Participant deferral / active EE | $15,723 | $6,909+127.6% | $6,153+155.5% | $6,396+145.8% |
| Admin fee / account holder | $1,323 | $18,027-92.7% | $15,194-91.3% | $12,562-89.5% |