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 | $219,430 | $156,398+40.3% | $147,318+48.9% | $138,895+58.0% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 13.87% | 78.75%-64.9pp | 70.43%-56.6pp | 145.39%-131.5pp |
| Employer contribution / active EE | $2,214 | $4,853-54.4% | $4,593-51.8% | $4,194-47.2% |
| Participant deferral / active EE | $8,645 | $8,237+4.9% | $7,906+9.3% | $6,396+35.2% |
| Admin fee / account holder | $5,813 | $14,976-61.2% | $13,708-57.6% | $12,562-53.7% |