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 | $106,763 | $127,387-16.2% | $115,038-7.2% | $125,389-14.9% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -1.22% | 31.28%-32.5pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $7,768 | $5,166+50.4% | $4,608+68.6% | $4,866+59.6% |
| Participant deferral / active EE | $17,619 | $6,423+174.3% | $6,026+192.4% | $5,352+229.2% |
| Admin fee / account holder | $589 | $9,516-93.8% | $8,175-92.8% | $9,541-93.8% |