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 | $117,036 | $155,555-24.8% | $146,866-20.3% | $155,188-24.6% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.5%+11.9pp | 80.8%+13.6pp |
| Annual return | 20.83% | 115.41%-94.6pp | 102.85%-82.0pp | 148.84%-128.0pp |
| Employer contribution / active EE | $7,140 | $4,647+53.7% | $4,425+61.4% | $4,248+68.1% |
| Participant deferral / active EE | $17,469 | $8,044+117.2% | $7,759+125.1% | $6,531+167.5% |
| Admin fee / account holder | $13,709 | $14,755-7.1% | $13,620+0.7% | $14,480-5.3% |