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 | $194,424 | $142,972+36.0% | $214,702-9.4% | $86,983+123.5% |
| Participation rate | 93.3% | 84.9%+8.5pp | 87.5%+5.9pp | 69.5%+23.8pp |
| Annual return | 33.36% | 18.49%+14.9pp | 54.55%-21.2pp | 25.83%+7.5pp |
| Employer contribution / active EE | $8,859 | $4,635+91.1% | $6,461+37.1% | $2,584+242.8% |
| Participant deferral / active EE | $7,097 | $6,568+8.0% | $9,147-22.4% | $4,194+69.2% |
| Admin fee / account holder | $21,011 | $17,617+19.3% | $19,830+6.0% | $7,856+167.5% |