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 | $221,588 | $275,752-19.6% | $256,809-13.7% | $198,609+11.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 23.92% | 34.81%-10.9pp | 32.73%-8.8pp | 202.70%-178.8pp |
| Employer contribution / active EE | $5,952 | $7,721-22.9% | $7,263-18.0% | $5,055+17.7% |
| Participant deferral / active EE | $8,008 | $10,037-20.2% | $9,520-15.9% | $6,977+14.8% |
| Admin fee / account holder | $30,426 | $25,716+18.3% | $25,146+21.0% | $19,030+59.9% |