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 | $87,113 | $155,555-44.0% | $146,866-40.7% | $155,188-43.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 15.25% | 115.41%-100.2pp | 102.85%-87.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $4,004 | $4,647-13.8% | $4,425-9.5% | $4,248-5.7% |
| Participant deferral / active EE | $7,487 | $8,044-6.9% | $7,759-3.5% | $6,531+14.6% |
| Admin fee / account holder | $16,054 | $14,755+8.8% | $13,620+17.9% | $14,480+10.9% |