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 | $106,956 | $156,398-31.6% | $147,318-27.4% | $138,895-23.0% |
| Participation rate | 94.1% | 83.8%+10.4pp | 82.1%+12.1pp | 79.9%+14.2pp |
| Annual return | 14.21% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $1,926 | $4,853-60.3% | $4,593-58.1% | $4,194-54.1% |
| Participant deferral / active EE | $7,889 | $8,237-4.2% | $7,906-0.2% | $6,396+23.3% |
| Admin fee / account holder | $18,190 | $14,976+21.5% | $13,708+32.7% | $12,562+44.8% |