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 | $231,767 | $154,228+50.3% | $145,433+59.4% | $137,256+68.9% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 80.0%+10.5pp |
| Annual return | 16.35% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $12,263 | $4,804+155.3% | $4,554+169.3% | $4,156+195.1% |
| Participant deferral / active EE | $12,026 | $8,216+46.4% | $7,897+52.3% | $6,407+87.7% |
| Admin fee / account holder | $8,744 | $14,344-39.0% | $13,129-33.4% | $12,270-28.7% |