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 | $125,911 | $154,228-18.4% | $145,433-13.4% | $137,256-8.3% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 17.12% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $5,854 | $4,804+21.9% | $4,554+28.5% | $4,156+40.9% |
| Participant deferral / active EE | $4,825 | $8,216-41.3% | $7,897-38.9% | $6,407-24.7% |
| Admin fee / account holder | $2,502 | $14,344-82.6% | $13,129-80.9% | $12,270-79.6% |