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 | $121,571 | $182,442-33.4% | $163,379-25.6% | $138,895-12.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.8%-1.8pp | 79.9%-4.9pp |
| Annual return | 20.17% | 72.74%-52.6pp | 63.41%-43.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,610 | $4,159-61.3% | $3,752-57.1% | $4,194-61.6% |
| Participant deferral / active EE | $5,065 | $6,817-25.7% | $6,282-19.4% | $6,396-20.8% |
| Admin fee / account holder | $4,480 | $10,396-56.9% | $9,818-54.4% | $12,562-64.3% |