Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $105,605 | $154,228-31.5% | $145,433-27.4% | $137,256-23.1% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 17.74% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $7,823 | $4,804+62.8% | $4,554+71.8% | $4,156+88.2% |
| Participant deferral / active EE | $10,360 | $8,216+26.1% | $7,897+31.2% | $6,407+61.7% |
| Admin fee / account holder | $526 | $14,344-96.3% | $13,129-96.0% | $12,270-95.7% |