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 | $115,805 | $213,785-45.8% | $185,441-37.6% | $155,188-25.4% |
| Participation rate | 91.7% | 83.2%+8.4pp | 80.3%+11.4pp | 80.8%+10.9pp |
| Annual return | 18.47% | 19.97%-1.5pp | 20.16%-1.7pp | 148.84%-130.4pp |
| Employer contribution / active EE | $8,980 | $5,393+66.5% | $4,672+92.2% | $4,248+111.4% |
| Participant deferral / active EE | $4,818 | $6,864-29.8% | $6,152-21.7% | $6,531-26.2% |
| Admin fee / account holder | $831 | $21,134-96.1% | $17,890-95.4% | $14,480-94.3% |