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 | $238,489 | $176,794+34.9% | $146,647+62.6% | $167,553+42.3% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 22.62% | 24.04%-1.4pp | 22.75%-0.1pp | 478.89%-456.3pp |
| Employer contribution / active EE | $4,905 | $5,161-5.0% | $4,137+18.6% | $4,840+1.3% |
| Participant deferral / active EE | $15,600 | $6,440+142.2% | $5,506+183.3% | $6,343+146.0% |
| Admin fee / account holder | $1,674 | $13,262-87.4% | $10,281-83.7% | $12,316-86.4% |