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 | $210,477 | $181,896+15.7% | $156,551+34.4% | $273,972-23.2% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 13.67% | 30.74%-17.1pp | 32.23%-18.6pp | 41.46%-27.8pp |
| Employer contribution / active EE | $6,321 | $6,248+1.2% | $5,501+14.9% | $4,869+29.8% |
| Participant deferral / active EE | $4,639 | $5,550-16.4% | $4,871-4.8% | $5,287-12.3% |
| Admin fee / account holder | $482 | $15,560-96.9% | $13,028-96.3% | $10,133-95.2% |