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 | $235,532 | $199,109+18.3% | $173,730+35.6% | $154,746+52.2% |
| Participation rate | 76.2% | 82.8%-6.6pp | 79.6%-3.4pp | 80.7%-4.5pp |
| Annual return | 12.05% | 20.02%-8.0pp | 19.96%-7.9pp | 172.34%-160.3pp |
| Employer contribution / active EE | $2,702 | $5,311-49.1% | $4,577-41.0% | $4,379-38.3% |
| Participant deferral / active EE | $7,257 | $7,113+2.0% | $6,326+14.7% | $6,730+7.8% |
| Admin fee / account holder | $1,391 | $20,916-93.3% | $17,523-92.1% | $14,365-90.3% |