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 | $109,687 | $127,387-13.9% | $115,038-4.7% | $125,389-12.5% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | 1.89% | 31.28%-29.4pp | 26.14%-24.3pp | 282.24%-280.3pp |
| Employer contribution / active EE | $3,196 | $5,166-38.1% | $4,608-30.6% | $4,866-34.3% |
| Participant deferral / active EE | $10,303 | $6,423+60.4% | $6,026+71.0% | $5,352+92.5% |
| Admin fee / account holder | $1,249 | $9,516-86.9% | $8,175-84.7% | $9,541-86.9% |