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 | $121,282 | $201,344-39.8% | $184,243-34.2% | $145,877-16.9% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 13.86% | 29.01%-15.2pp | 28.82%-15.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,580 | $7,022-63.3% | $6,427-59.9% | $4,663-44.7% |
| Participant deferral / active EE | $3,251 | $9,807-66.8% | $9,132-64.4% | $6,691-51.4% |
| Admin fee / account holder | $827 | $16,382-95.0% | $13,914-94.1% | $13,402-93.8% |