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 | $208,069 | $154,228+34.9% | $145,433+43.1% | $137,256+51.6% |
| Participation rate | 79.2% | 83.8%-4.6pp | 82.1%-3.0pp | 80.0%-0.8pp |
| Annual return | 14.76% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,311 | $4,804-72.7% | $4,554-71.2% | $4,156-68.5% |
| Participant deferral / active EE | $8,829 | $8,216+7.5% | $7,897+11.8% | $6,407+37.8% |
| Admin fee / account holder | $63,808 | $14,344+344.9% | $13,129+386.0% | $12,270+420.0% |