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 | $202,814 | $138,386+46.6% | $184,260+10.1% | $80,935+150.6% |
| Participation rate | 82.2% | 83.9%-1.7pp | 86.8%-4.6pp | 67.7%+14.6pp |
| Annual return | 14.14% | 20.02%-5.9pp | 28.84%-14.7pp | 35.66%-21.5pp |
| Employer contribution / active EE | $4,414 | $4,851-9.0% | $6,427-31.3% | $2,757+60.1% |
| Participant deferral / active EE | $12,684 | $7,076+79.3% | $9,133+38.9% | $4,299+195.0% |
| Admin fee / account holder | $3,589 | $10,489-65.8% | $13,898-74.2% | $6,924-48.2% |