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 | $202,913 | $185,312+9.5% | $161,489+25.7% | $154,746+31.1% |
| Participation rate | 73.7% | 82.5%-8.8pp | 78.7%-5.0pp | 80.7%-7.0pp |
| Annual return | 13.93% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $2,582 | $4,769-45.9% | $4,268-39.5% | $4,379-41.0% |
| Participant deferral / active EE | $6,801 | $6,350+7.1% | $5,630+20.8% | $6,730+1.1% |
| Admin fee / account holder | $1,472 | $18,654-92.1% | $16,006-90.8% | $14,365-89.8% |