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 | $205,948 | $181,896+13.2% | $156,551+31.6% | $273,972-24.8% |
| Participation rate | 93.3% | 88.4%+4.9pp | 84.0%+9.3pp | 83.0%+10.3pp |
| Annual return | 5.15% | 30.74%-25.6pp | 32.23%-27.1pp | 41.46%-36.3pp |
| Employer contribution / active EE | $2,661 | $6,248-57.4% | $5,501-51.6% | $4,869-45.3% |
| Participant deferral / active EE | $8,431 | $5,550+51.9% | $4,871+73.1% | $5,287+59.5% |
| Admin fee / account holder | $22,869 | $15,560+47.0% | $13,028+75.5% | $10,133+125.7% |