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 | $95,671 | $154,228-38.0% | $145,433-34.2% | $137,256-30.3% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | 22.98% | 74.59%-51.6pp | 66.58%-43.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,597 | $4,804-45.9% | $4,554-43.0% | $4,156-37.5% |
| Participant deferral / active EE | $5,372 | $8,216-34.6% | $7,897-32.0% | $6,407-16.2% |
| Admin fee / account holder | $16,754 | $14,344+16.8% | $13,129+27.6% | $12,270+36.5% |