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 | $212,324 | $174,379+21.8% | $152,093+39.6% | $138,895+52.9% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 12.05% | 74.86%-62.8pp | 66.36%-54.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $3,103 | $4,652-33.3% | $4,175-25.7% | $4,194-26.0% |
| Participant deferral / active EE | $7,380 | $6,159+19.8% | $5,451+35.4% | $6,396+15.4% |
| Admin fee / account holder | $37,424 | $16,880+121.7% | $14,497+158.2% | $12,562+197.9% |