Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $202,214 | $167,415+20.8% | $140,514+43.9% | $198,609+1.8% |
| Participation rate | 93.3% | 80.9%+12.5pp | 77.8%+15.5pp | 82.4%+11.0pp |
| Annual return | 13.08% | 13.85%-0.8pp | 14.36%-1.3pp | 202.70%-189.6pp |
| Employer contribution / active EE | $11,842 | $4,088+189.7% | $3,378+250.5% | $5,055+134.3% |
| Participant deferral / active EE | $11,370 | $5,579+103.8% | $4,919+131.2% | $6,977+63.0% |
| Admin fee / account holder | $3,804 | $16,730-77.3% | $13,697-72.2% | $19,030-80.0% |