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 | $118,621 | $110,307+7.5% | $96,576+22.8% | $139,456-14.9% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.8pp | 80.3%+1.5pp |
| Annual return | 17.30% | 26.40%-9.1pp | 25.87%-8.6pp | 373.45%-356.2pp |
| Employer contribution / active EE | $1,860 | $3,619-48.6% | $2,965-37.3% | $4,753-60.9% |
| Participant deferral / active EE | $4,448 | $5,547-19.8% | $4,851-8.3% | $6,711-33.7% |
| Admin fee / account holder | $1,047 | $11,597-91.0% | $8,253-87.3% | $11,407-90.8% |