Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $106,102 | $184,014-42.3% | $161,149-34.2% | $138,895-23.6% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.8%+10.1pp | 79.9%+9.0pp |
| Annual return | 13.08% | 21.52%-8.4pp | 21.16%-8.1pp | 145.39%-132.3pp |
| Employer contribution / active EE | $4,154 | $5,055-17.8% | $4,360-4.7% | $4,194-1.0% |
| Participant deferral / active EE | $12,916 | $6,909+86.9% | $6,153+109.9% | $6,396+101.9% |
| Admin fee / account holder | $34,139 | $18,027+89.4% | $15,194+124.7% | $12,562+171.8% |