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 | $193,928 | $177,595+9.2% | $148,496+30.6% | $198,609-2.4% |
| Participation rate | 90.9% | 79.3%+11.7pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 9.30% | 9.97%-0.7pp | 12.33%-3.0pp | 202.70%-193.4pp |
| Employer contribution / active EE | $5,374 | $4,098+31.1% | $3,497+53.6% | $5,055+6.3% |
| Participant deferral / active EE | $6,127 | $5,539+10.6% | $4,808+27.4% | $6,977-12.2% |
| Admin fee / account holder | $560 | $27,010-97.9% | $19,547-97.1% | $19,030-97.1% |