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 | $178,066 | $181,896-2.1% | $156,551+13.7% | $273,972-35.0% |
| Participation rate | 88.2% | 88.4%-0.1pp | 84.0%+4.2pp | 83.0%+5.2pp |
| Annual return | 6.68% | 30.74%-24.1pp | 32.23%-25.5pp | 41.46%-34.8pp |
| Employer contribution / active EE | $8,021 | $6,248+28.4% | $5,501+45.8% | $4,869+64.7% |
| Participant deferral / active EE | $8,188 | $5,550+47.5% | $4,871+68.1% | $5,287+54.9% |
| Admin fee / account holder | $364 | $15,560-97.7% | $13,028-97.2% | $10,133-96.4% |