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 | $115,140 | $135,956-15.3% | $123,894-7.1% | $273,972-58.0% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 6.53% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,106 | $5,170-78.6% | $4,617-76.1% | $4,869-77.3% |
| Participant deferral / active EE | $5,350 | $6,343-15.6% | $5,984-10.6% | $5,287+1.2% |
| Admin fee / account holder | $431 | $9,817-95.6% | $8,357-94.8% | $10,133-95.7% |