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 | $113,071 | $181,896-37.8% | $156,551-27.8% | $273,972-58.7% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 6.23% | 30.74%-24.5pp | 32.23%-26.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $6,314 | $6,248+1.1% | $5,501+14.8% | $4,869+29.7% |
| Participant deferral / active EE | $3,016 | $5,550-45.7% | $4,871-38.1% | $5,287-43.0% |
| Admin fee / account holder | $1,721 | $15,560-88.9% | $13,028-86.8% | $10,133-83.0% |