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 | $111,242 | $178,174-37.6% | $156,181-28.8% | $137,256-19.0% |
| Participation rate | 76.9% | 82.0%-5.1pp | 78.8%-1.9pp | 80.0%-3.0pp |
| Annual return | 15.81% | 84.19%-68.4pp | 64.87%-49.1pp | 220.34%-204.5pp |
| Employer contribution / active EE | $6,926 | $4,972+39.3% | $4,294+61.3% | $4,156+66.6% |
| Participant deferral / active EE | $7,791 | $6,888+13.1% | $6,132+27.0% | $6,407+21.6% |
| Admin fee / account holder | $8,281 | $17,404-52.4% | $14,586-43.2% | $12,270-32.5% |