Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $142,410 | $155,555-8.5% | $146,866-3.0% | $155,188-8.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 15.09% | 115.41%-100.3pp | 102.85%-87.8pp | 148.84%-133.7pp |
| Employer contribution / active EE | $5,139 | $4,647+10.6% | $4,425+16.1% | $4,248+21.0% |
| Participant deferral / active EE | $11,956 | $8,044+48.6% | $7,759+54.1% | $6,531+83.1% |
| Admin fee / account holder | $2,906 | $14,755-80.3% | $13,620-78.7% | $14,480-79.9% |