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 | $112,965 | $135,956-16.9% | $123,894-8.8% | $273,972-58.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.62% | 56.63%-47.0pp | 47.52%-37.9pp | 41.46%-31.8pp |
| Employer contribution / active EE | $6,857 | $5,170+32.6% | $4,617+48.5% | $4,869+40.8% |
| Participant deferral / active EE | $8,341 | $6,343+31.5% | $5,984+39.4% | $5,287+57.7% |
| Admin fee / account holder | $8,558 | $9,817-12.8% | $8,357+2.4% | $10,133-15.5% |