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 | $95,880 | $178,174-46.2% | $156,181-38.6% | $137,256-30.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 14.14% | 84.19%-70.0pp | 64.87%-50.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,130 | $4,972-57.2% | $4,294-50.4% | $4,156-48.7% |
| Participant deferral / active EE | $5,048 | $6,888-26.7% | $6,132-17.7% | $6,407-21.2% |
| Admin fee / account holder | $23,378 | $17,404+34.3% | $14,586+60.3% | $12,270+90.5% |