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 | $248,621 | $192,829+28.9% | $142,516+74.5% | $139,487+78.2% |
| Participation rate | 70.0% | 81.4%-11.4pp | 76.8%-6.8pp | 80.3%-10.3pp |
| Annual return | 18.13% | 18.07%+0.1pp | 20.03%-1.9pp | 373.84%-355.7pp |
| Employer contribution / active EE | $7,659 | $5,808+31.9% | $4,849+58.0% | $4,755+61.1% |
| Participant deferral / active EE | $9,975 | $7,200+38.5% | $6,280+58.8% | $6,713+48.6% |
| Admin fee / account holder | $11,409 | $15,120-24.5% | $10,008+14.0% | $11,4070% |