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 | $108,265 | $126,661-14.5% | $113,397-4.5% | $138,895-22.1% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.5%+8.1pp | 79.9%+4.7pp |
| Annual return | 11.49% | 25.05%-13.6pp | 23.20%-11.7pp | 145.39%-133.9pp |
| Employer contribution / active EE | $3,040 | $3,456-12.0% | $2,977+2.1% | $4,194-27.5% |
| Participant deferral / active EE | $6,124 | $5,693+7.6% | $5,076+20.6% | $6,396-4.3% |
| Admin fee / account holder | $18,308 | $14,549+25.8% | $11,957+53.1% | $12,562+45.7% |