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 | $100,117 | $154,228-35.1% | $145,433-31.2% | $137,256-27.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 20.88% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $5,302 | $4,804+10.4% | $4,554+16.4% | $4,156+27.6% |
| Participant deferral / active EE | $12,118 | $8,216+47.5% | $7,897+53.4% | $6,407+89.1% |
| Admin fee / account holder | $4,757 | $14,344-66.8% | $13,129-63.8% | $12,270-61.2% |