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 | $221,158 | $155,555+42.2% | $146,866+50.6% | $155,188+42.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 16.00% | 115.41%-99.4pp | 102.85%-86.9pp | 148.84%-132.8pp |
| Employer contribution / active EE | $3,886 | $4,647-16.4% | $4,425-12.2% | $4,248-8.5% |
| Participant deferral / active EE | $9,894 | $8,044+23.0% | $7,759+27.5% | $6,531+51.5% |
| Admin fee / account holder | $19,020 | $14,755+28.9% | $13,620+39.6% | $14,480+31.4% |