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 | $213,453 | $104,098+105.0% | $140,514+51.9% | $94,015+127.0% |
| Participation rate | 81.8% | 73.7%+8.1pp | 77.8%+4.0pp | 70.8%+11.0pp |
| Annual return | 15.06% | 15.14%-0.1pp | 14.36%+0.7pp | 17.84%-2.8pp |
| Employer contribution / active EE | $3,144 | $2,388+31.6% | $3,378-6.9% | $2,790+12.7% |
| Participant deferral / active EE | $8,195 | $4,033+103.2% | $4,919+66.6% | $4,249+92.8% |
| Admin fee / account holder | $5,319 | $10,439-49.0% | $13,697-61.2% | $8,951-40.6% |