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 | $118,480 | $254,759-53.5% | $216,567-45.3% | $198,609-40.3% |
| Participation rate | 93.3% | 84.5%+8.8pp | 81.6%+11.7pp | 82.4%+11.0pp |
| Annual return | 13.30% | 10.04%+3.3pp | 12.94%+0.4pp | 202.70%-189.4pp |
| Employer contribution / active EE | $4,062 | $6,096-33.4% | $5,216-22.1% | $5,055-19.6% |
| Participant deferral / active EE | $6,294 | $6,948-9.4% | $6,191+1.7% | $6,977-9.8% |
| Admin fee / account holder | $34,674 | $26,311+31.8% | $21,981+57.7% | $19,030+82.2% |