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 | $210,098 | $209,336+0.4% | $197,124+6.6% | $137,256+53.1% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 16.59% | 48.09%-31.5pp | 44.34%-27.8pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,950 | $6,591-40.1% | $6,227-36.6% | $4,156-5.0% |
| Participant deferral / active EE | $8,048 | $9,614-16.3% | $9,135-11.9% | $6,407+25.6% |
| Admin fee / account holder | $4,280 | $17,308-75.3% | $16,298-73.7% | $12,270-65.1% |