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 | $116,709 | $183,627-36.4% | $155,602-25.0% | $145,978-20.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.81% | 61.32%-48.5pp | 64.81%-52.0pp | 550.52%-537.7pp |
| Employer contribution / active EE | $3,136 | $5,316-41.0% | $4,675-32.9% | $4,662-32.7% |
| Participant deferral / active EE | $10,606 | $6,466+64.0% | $5,629+88.4% | $6,690+58.5% |
| Admin fee / account holder | $1,109 | $19,327-94.3% | $15,923-93.0% | $13,400-91.7% |