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 | $218,063 | $181,896+19.9% | $156,551+39.3% | $273,972-20.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.65% | 30.74%-24.1pp | 32.23%-25.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $9,201 | $6,248+47.3% | $5,501+67.3% | $4,869+89.0% |
| Participant deferral / active EE | $5,891 | $5,550+6.1% | $4,871+20.9% | $5,287+11.4% |
| Admin fee / account holder | $16,088 | $15,560+3.4% | $13,028+23.5% | $10,133+58.8% |