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 | $141,058 | $201,344-29.9% | $184,243-23.4% | $145,877-3.3% |
| Participation rate | 86.7% | 87.5%-0.8pp | 86.8%-0.2pp | 80.3%+6.4pp |
| Annual return | 10.37% | 29.01%-18.6pp | 28.82%-18.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $4,901 | $7,022-30.2% | $6,427-23.7% | $4,663+5.1% |
| Participant deferral / active EE | $6,557 | $9,807-33.1% | $9,132-28.2% | $6,691-2.0% |
| Admin fee / account holder | $13,887 | $16,382-15.2% | $13,914-0.2% | $13,402+3.6% |