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 | $248,661 | $177,156+40.4% | $147,027+69.1% | $154,746+60.7% |
| Participation rate | 95.2% | 79.4%+15.9pp | 73.7%+21.5pp | 80.7%+14.5pp |
| Annual return | 18.08% | 21.94%-3.9pp | 20.23%-2.2pp | 172.34%-154.3pp |
| Employer contribution / active EE | $10,681 | $4,336+146.3% | $3,626+194.6% | $4,379+143.9% |
| Participant deferral / active EE | $8,793 | $5,797+51.7% | $4,933+78.3% | $6,730+30.7% |
| Admin fee / account holder | $11,803 | $14,904-20.8% | $12,223-3.4% | $14,365-17.8% |