Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $109,823 | $114,712-4.3% | $173,730-36.8% | $87,485+25.5% |
| Participation rate | 87.1% | 73.0%+14.1pp | 79.6%+7.6pp | 68.9%+18.2pp |
| Annual return | 17.93% | 20.18%-2.2pp | 19.96%-2.0pp | 26.06%-8.1pp |
| Employer contribution / active EE | $3,776 | $2,904+30.0% | $4,577-17.5% | $2,596+45.4% |
| Participant deferral / active EE | $6,978 | $4,642+50.3% | $6,326+10.3% | $4,274+63.3% |
| Admin fee / account holder | $7,920 | $10,210-22.4% | $17,523-54.8% | $7,775+1.9% |