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 | $116,091 | $199,109-41.7% | $173,730-33.2% | $154,746-25.0% |
| Participation rate | 88.2% | 82.8%+5.4pp | 79.6%+8.7pp | 80.7%+7.5pp |
| Annual return | 24.90% | 20.02%+4.9pp | 19.96%+4.9pp | 172.34%-147.4pp |
| Employer contribution / active EE | $2,835 | $5,311-46.6% | $4,577-38.1% | $4,379-35.3% |
| Participant deferral / active EE | $5,974 | $7,113-16.0% | $6,326-5.6% | $6,730-11.2% |
| Admin fee / account holder | $849 | $20,916-95.9% | $17,523-95.2% | $14,365-94.1% |