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 | $142,851 | $185,312-22.9% | $161,489-11.5% | $154,746-7.7% |
| Participation rate | 70.6% | 82.5%-11.9pp | 78.7%-8.1pp | 80.7%-10.1pp |
| Annual return | 16.06% | 103.84%-87.8pp | 89.72%-73.7pp | 172.34%-156.3pp |
| Employer contribution / active EE | $3,310 | $4,769-30.6% | $4,268-22.4% | $4,379-24.4% |
| Participant deferral / active EE | $6,171 | $6,350-2.8% | $5,630+9.6% | $6,730-8.3% |
| Admin fee / account holder | $5,688 | $18,654-69.5% | $16,006-64.5% | $14,365-60.4% |