Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $234,025 | $212,386+10.2% | $199,883+17.1% | $138,895+68.5% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.8%+3.2pp | 79.9%+10.1pp |
| Annual return | 16.27% | 47.75%-31.5pp | 43.81%-27.5pp | 145.39%-129.1pp |
| Employer contribution / active EE | $5,576 | $6,625-15.8% | $6,261-10.9% | $4,194+33.0% |
| Participant deferral / active EE | $7,842 | $9,617-18.5% | $9,138-14.2% | $6,396+22.6% |
| Admin fee / account holder | $4,540 | $18,233-75.1% | $17,268-73.7% | $12,562-63.9% |