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 | $107,358 | $114,119-5.9% | $107,187+0.2% | $138,895-22.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 13.74% | 273.21%-259.5pp | 204.55%-190.8pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,928 | $4,059-27.9% | $3,782-22.6% | $4,194-30.2% |
| Participant deferral / active EE | $6,924 | $5,538+25.0% | $5,096+35.9% | $6,396+8.2% |
| Admin fee / account holder | $721 | $10,024-92.8% | $9,162-92.1% | $12,562-94.3% |