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 | $138,424 | $154,228-10.2% | $145,433-4.8% | $137,256+0.9% |
| Participation rate | 87.0% | 83.8%+3.2pp | 82.1%+4.8pp | 80.0%+7.0pp |
| Annual return | 21.09% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $11,497 | $4,804+139.3% | $4,554+152.4% | $4,156+176.6% |
| Participant deferral / active EE | $8,871 | $8,216+8.0% | $7,897+12.3% | $6,407+38.5% |
| Admin fee / account holder | $4,602 | $14,344-67.9% | $13,129-64.9% | $12,270-62.5% |