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 | $132,495 | $156,398-15.3% | $147,318-10.1% | $138,895-4.6% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 14.09% | 78.75%-64.7pp | 70.43%-56.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $2,614 | $4,853-46.1% | $4,593-43.1% | $4,194-37.7% |
| Participant deferral / active EE | $9,891 | $8,237+20.1% | $7,906+25.1% | $6,396+54.6% |
| Admin fee / account holder | $4,025 | $14,976-73.1% | $13,708-70.6% | $12,562-68.0% |