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 | $125,268 | $154,228-18.8% | $145,433-13.9% | $137,256-8.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.84% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,738 | $4,804-22.2% | $4,554-17.9% | $4,156-10.1% |
| Participant deferral / active EE | $8,260 | $8,216+0.5% | $7,897+4.6% | $6,407+28.9% |
| Admin fee / account holder | $1,432 | $14,344-90.0% | $13,129-89.1% | $12,270-88.3% |