Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $115,140 | $156,398-26.4% | $147,318-21.8% | $138,895-17.1% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 17.33% | 78.75%-61.4pp | 70.43%-53.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $4,187 | $4,853-13.7% | $4,593-8.8% | $4,194-0.2% |
| Participant deferral / active EE | $7,730 | $8,237-6.2% | $7,906-2.2% | $6,396+20.9% |
| Admin fee / account holder | $14,654 | $14,976-2.1% | $13,708+6.9% | $12,562+16.6% |