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 | $107,293 | $127,386-15.8% | $115,037-6.7% | $125,388-14.4% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -1.87% | 31.28%-33.2pp | 26.14%-28.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $5,993 | $5,166+16.0% | $4,608+30.1% | $4,866+23.2% |
| Participant deferral / active EE | $13,588 | $6,423+111.6% | $6,026+125.5% | $5,352+153.9% |
| Admin fee / account holder | $695 | $9,516-92.7% | $8,175-91.5% | $9,541-92.7% |