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 | $202,076 | $95,404+111.8% | $113,397+78.2% | $82,637+144.5% |
| Participation rate | 80.8% | 72.8%+8.0pp | 76.5%+4.3pp | 68.1%+12.7pp |
| Annual return | 15.21% | 19.08%-3.9pp | 23.20%-8.0pp | 53.51%-38.3pp |
| Employer contribution / active EE | $3,425 | $2,307+48.5% | $2,977+15.0% | $2,552+34.2% |
| Participant deferral / active EE | $9,516 | $4,220+125.5% | $5,076+87.4% | $4,126+130.6% |
| Admin fee / account holder | $8,501 | $9,168-7.3% | $11,957-28.9% | $7,339+15.8% |