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 | $122,535 | $172,111-28.8% | $150,298-18.5% | $137,256-10.7% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 17.21% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $7,724 | $4,636+66.6% | $4,154+85.9% | $4,156+85.9% |
| Participant deferral / active EE | $6,044 | $6,166-2.0% | $5,453+10.9% | $6,407-5.7% |
| Admin fee / account holder | $5,480 | $16,471-66.7% | $14,116-61.2% | $12,270-55.3% |