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 | $102,351 | $114,119-10.3% | $107,187-4.5% | $138,895-26.3% |
| Participation rate | 88.2% | 78.1%+10.2pp | 75.0%+13.2pp | 79.9%+8.3pp |
| Annual return | 19.80% | 273.21%-253.4pp | 204.55%-184.8pp | 145.39%-125.6pp |
| Employer contribution / active EE | $3,634 | $4,059-10.5% | $3,782-3.9% | $4,194-13.4% |
| Participant deferral / active EE | $7,267 | $5,538+31.2% | $5,096+42.6% | $6,396+13.6% |
| Admin fee / account holder | $4,090 | $10,024-59.2% | $9,162-55.4% | $12,562-67.4% |