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 | $156,398-19.9% | $147,318-15.0% | $138,895-9.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.84% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $3,738 | $4,853-23.0% | $4,593-18.6% | $4,194-10.9% |
| Participant deferral / active EE | $8,260 | $8,237+0.3% | $7,906+4.5% | $6,396+29.1% |
| Admin fee / account holder | $1,432 | $14,976-90.4% | $13,708-89.6% | $12,562-88.6% |