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 | $123,208 | $174,379-29.3% | $152,093-19.0% | $138,895-11.3% |
| Participation rate | 81.8% | 81.6%+0.2pp | 77.8%+4.1pp | 79.9%+1.9pp |
| Annual return | 17.74% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $2,515 | $4,652-45.9% | $4,175-39.8% | $4,194-40.0% |
| Participant deferral / active EE | $5,486 | $6,159-10.9% | $5,451+0.6% | $6,396-14.2% |
| Admin fee / account holder | $38,585 | $16,880+128.6% | $14,497+166.2% | $12,562+207.2% |