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 | $121,930 | $135,956-10.3% | $123,894-1.6% | $273,972-55.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 6.97% | 56.63%-49.7pp | 47.52%-40.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,347 | $5,170-54.6% | $4,617-49.2% | $4,869-51.8% |
| Participant deferral / active EE | $5,527 | $6,343-12.9% | $5,984-7.6% | $5,287+4.5% |
| Admin fee / account holder | $928 | $9,817-90.6% | $8,357-88.9% | $10,133-90.8% |