Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $112,763 | $154,228-26.9% | $145,433-22.5% | $137,256-17.8% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 19.63% | 74.59%-55.0pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $4,649 | $4,804-3.2% | $4,554+2.1% | $4,156+11.9% |
| Participant deferral / active EE | $7,888 | $8,216-4.0% | $7,897-0.1% | $6,407+23.1% |
| Admin fee / account holder | $1,164 | $14,344-91.9% | $13,129-91.1% | $12,270-90.5% |