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 | $146,225 | $154,228-5.2% | $145,433+0.5% | $137,256+6.5% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 14.78% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,281 | $4,804-73.3% | $4,554-71.9% | $4,156-69.2% |
| Participant deferral / active EE | $5,504 | $8,216-33.0% | $7,897-30.3% | $6,407-14.1% |
| Admin fee / account holder | $1,582 | $14,344-89.0% | $13,129-88.0% | $12,270-87.1% |