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 | $132,430 | $181,896-27.2% | $156,551-15.4% | $273,972-51.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.71% | 30.74%-21.0pp | 32.23%-22.5pp | 41.46%-31.7pp |
| Employer contribution / active EE | $7,110 | $6,248+13.8% | $5,501+29.2% | $4,869+46.0% |
| Participant deferral / active EE | $4,381 | $5,550-21.1% | $4,871-10.1% | $5,287-17.1% |
| Admin fee / account holder | $1,541 | $15,560-90.1% | $13,028-88.2% | $10,133-84.8% |