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 | $128,817 | $165,361-22.1% | $149,715-14.0% | $158,950-19.0% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 15.85% | 348.24%-332.4pp | 276.66%-260.8pp | 302.91%-287.1pp |
| Employer contribution / active EE | $3,989 | $5,103-21.8% | $4,645-14.1% | $4,762-16.2% |
| Participant deferral / active EE | $6,118 | $7,182-14.8% | $6,842-10.6% | $5,983+2.3% |
| Admin fee / account holder | $1,137 | $10,808-89.5% | $9,310-87.8% | $11,248-89.9% |