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 | $177,120 | $185,312-4.4% | $161,489+9.7% | $154,746+14.5% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 18.20% | 103.84%-85.6pp | 89.72%-71.5pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,254 | $4,769-73.7% | $4,268-70.6% | $4,379-71.4% |
| Participant deferral / active EE | $6,750 | $6,350+6.3% | $5,630+19.9% | $6,730+0.3% |
| Admin fee / account holder | $17,132 | $18,654-8.2% | $16,006+7.0% | $14,365+19.3% |