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 | $113,683 | $139,948-18.8% | $121,663-6.6% | $154,746-26.5% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.5%+0.5pp | 80.7%-5.7pp |
| Annual return | 14.04% | 230.52%-216.5pp | 147.54%-133.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,403 | $3,521-60.2% | $3,020-53.5% | $4,379-68.0% |
| Participant deferral / active EE | $8,703 | $5,629+54.6% | $4,887+78.1% | $6,730+29.3% |
| Admin fee / account holder | $5,098 | $17,321-70.6% | $14,289-64.3% | $14,365-64.5% |