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 | $114,269 | $196,972-42.0% | $182,262-37.3% | $198,609-42.5% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 12.85% | 158.27%-145.4pp | 140.60%-127.7pp | 202.70%-189.9pp |
| Employer contribution / active EE | $3,054 | $5,364-43.1% | $5,046-39.5% | $5,055-39.6% |
| Participant deferral / active EE | $10,242 | $8,643+18.5% | $8,276+23.8% | $6,977+46.8% |
| Admin fee / account holder | $1,446 | $18,429-92.2% | $16,712-91.3% | $19,030-92.4% |