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 | $222,524 | $153,769+44.7% | $133,975+66.1% | $273,972-18.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 7.68% | 36.51%-28.8pp | 29.29%-21.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $8,876 | $6,029+47.2% | $5,211+70.3% | $4,869+82.3% |
| Participant deferral / active EE | $10,724 | $6,958+54.1% | $6,282+70.7% | $5,287+102.8% |
| Admin fee / account holder | $13,378 | $11,765+13.7% | $9,324+43.5% | $10,133+32.0% |