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 | $117,863 | $86,298+36.6% | $111,308+5.9% | $85,847+37.3% |
| Participation rate | 76.4% | 73.3%+3.1pp | 77.3%-0.9pp | 69.3%+7.1pp |
| Annual return | 12.20% | 19.99%-7.8pp | 54.67%-42.5pp | 318.61%-306.4pp |
| Employer contribution / active EE | $2,011 | $2,044-1.6% | $2,732-26.4% | $2,565-21.6% |
| Participant deferral / active EE | $3,796 | $3,641+4.3% | $4,487-15.4% | $3,952-3.9% |
| Admin fee / account holder | $2,887 | $8,189-64.7% | $7,965-63.8% | $6,261-53.9% |