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 | $204,099 | $156,398+30.5% | $147,318+38.5% | $138,895+46.9% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.7pp | 79.9%+13.8pp |
| Annual return | 18.63% | 78.75%-60.1pp | 70.43%-51.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $3,675 | $4,853-24.3% | $4,593-20.0% | $4,194-12.4% |
| Participant deferral / active EE | $5,355 | $8,237-35.0% | $7,906-32.3% | $6,396-16.3% |
| Admin fee / account holder | $5,640 | $14,976-62.3% | $13,708-58.9% | $12,562-55.1% |