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 | $101,096 | $154,228-34.4% | $145,433-30.5% | $137,256-26.3% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 17.33% | 74.59%-57.3pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $4,327 | $4,804-9.9% | $4,554-5.0% | $4,156+4.1% |
| Participant deferral / active EE | $6,309 | $8,216-23.2% | $7,897-20.1% | $6,407-1.5% |
| Admin fee / account holder | $3,077 | $14,344-78.6% | $13,129-76.6% | $12,270-74.9% |