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 | $116,559 | $154,228-24.4% | $145,433-19.9% | $137,256-15.1% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 15.55% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $14,720 | $4,804+206.4% | $4,554+223.2% | $4,156+254.2% |
| Participant deferral / active EE | $8,773 | $8,216+6.8% | $7,897+11.1% | $6,407+36.9% |
| Admin fee / account holder | $1,902 | $14,344-86.7% | $13,129-85.5% | $12,270-84.5% |