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 | $110,200 | $199,109-44.7% | $173,730-36.6% | $154,746-28.8% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.6%+12.1pp | 80.7%+11.0pp |
| Annual return | 17.11% | 20.02%-2.9pp | 19.96%-2.8pp | 172.34%-155.2pp |
| Employer contribution / active EE | $3,623 | $5,311-31.8% | $4,577-20.8% | $4,379-17.3% |
| Participant deferral / active EE | $5,545 | $7,113-22.0% | $6,326-12.3% | $6,730-17.6% |
| Admin fee / account holder | $1,368 | $20,916-93.5% | $17,523-92.2% | $14,365-90.5% |