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 | $198,968 | $154,228+29.0% | $145,433+36.8% | $137,256+45.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 14.45% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $4,957 | $4,804+3.2% | $4,554+8.8% | $4,156+19.3% |
| Participant deferral / active EE | $13,884 | $8,216+69.0% | $7,897+75.8% | $6,407+116.7% |
| Admin fee / account holder | $7,122 | $14,344-50.3% | $13,129-45.8% | $12,270-42.0% |