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 | $121,292 | $111,814+8.5% | $103,378+17.3% | $145,978-16.9% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 11.54% | 24.80%-13.3pp | 24.91%-13.4pp | 550.52%-539.0pp |
| Employer contribution / active EE | $3,715 | $4,215-11.9% | $3,870-4.0% | $4,662-20.3% |
| Participant deferral / active EE | $6,734 | $5,618+19.9% | $5,058+33.1% | $6,690+0.7% |
| Admin fee / account holder | $460 | $9,764-95.3% | $8,401-94.5% | $13,400-96.6% |