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 | $128,120 | $155,555-17.6% | $146,866-12.8% | $155,188-17.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 14.80% | 115.41%-100.6pp | 102.85%-88.1pp | 148.84%-134.0pp |
| Employer contribution / active EE | $3,921 | $4,647-15.6% | $4,425-11.4% | $4,248-7.7% |
| Participant deferral / active EE | $6,001 | $8,044-25.4% | $7,759-22.7% | $6,531-8.1% |
| Admin fee / account holder | $888 | $14,755-94.0% | $13,620-93.5% | $14,480-93.9% |