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 | $118,852 | $178,174-33.3% | $156,181-23.9% | $137,256-13.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 15.76% | 84.19%-68.4pp | 64.87%-49.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $6,304 | $4,972+26.8% | $4,294+46.8% | $4,156+51.7% |
| Participant deferral / active EE | $5,897 | $6,888-14.4% | $6,132-3.8% | $6,407-8.0% |
| Admin fee / account holder | $1,797 | $17,404-89.7% | $14,586-87.7% | $12,270-85.4% |