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 | $133,010 | $135,956-2.2% | $123,894+7.4% | $273,972-51.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 9.84% | 56.63%-46.8pp | 47.52%-37.7pp | 41.46%-31.6pp |
| Employer contribution / active EE | $5,738 | $5,170+11.0% | $4,617+24.3% | $4,869+17.8% |
| Participant deferral / active EE | $14,919 | $6,343+135.2% | $5,984+149.3% | $5,287+182.2% |
| Admin fee / account holder | $3,194 | $9,817-67.5% | $8,357-61.8% | $10,133-68.5% |