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 | $118,348 | $201,344-41.2% | $184,243-35.8% | $145,877-18.9% |
| Participation rate | 95.5% | 87.5%+8.0pp | 86.8%+8.6pp | 80.3%+15.2pp |
| Annual return | 10.39% | 29.01%-18.6pp | 28.82%-18.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,987 | $7,022-57.5% | $6,427-53.5% | $4,663-35.9% |
| Participant deferral / active EE | $3,398 | $9,807-65.3% | $9,132-62.8% | $6,691-49.2% |
| Admin fee / account holder | $7,958 | $16,382-51.4% | $13,914-42.8% | $13,402-40.6% |