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 | $128,529 | $140,592-8.6% | $123,105+4.4% | $125,389+2.5% |
| Participation rate | 88.9% | 88.2%+0.7pp | 86.8%+2.1pp | 83.2%+5.7pp |
| Annual return | -1.18% | 16.80%-18.0pp | 13.22%-14.4pp | 282.24%-283.4pp |
| Employer contribution / active EE | $10,450 | $6,041+73.0% | $5,151+102.9% | $4,866+114.8% |
| Participant deferral / active EE | $11,108 | $6,980+59.1% | $6,229+78.3% | $5,352+107.6% |
| Admin fee / account holder | $7,417 | $11,198-33.8% | $9,014-17.7% | $9,541-22.3% |