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 | $237,414 | $213,785+11.1% | $185,441+28.0% | $155,188+53.0% |
| Participation rate | 70.0% | 83.2%-13.2pp | 80.3%-10.3pp | 80.8%-10.8pp |
| Annual return | 12.84% | 19.97%-7.1pp | 20.16%-7.3pp | 148.84%-136.0pp |
| Employer contribution / active EE | $2,799 | $5,393-48.1% | $4,672-40.1% | $4,248-34.1% |
| Participant deferral / active EE | $3,946 | $6,864-42.5% | $6,152-35.9% | $6,531-39.6% |
| Admin fee / account holder | $3,946 | $21,134-81.3% | $17,890-77.9% | $14,480-72.8% |