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 | $127,120 | $157,276-19.2% | $141,177-10.0% | $152,885-16.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 28.38% | 64.33%-36.0pp | 71.40%-43.0pp | 345.39%-317.0pp |
| Employer contribution / active EE | $2,720 | $5,262-48.3% | $4,736-42.6% | $4,763-42.9% |
| Participant deferral / active EE | $8,491 | $7,110+19.4% | $6,710+26.5% | $5,851+45.1% |
| Admin fee / account holder | $2,802 | $12,123-76.9% | $10,263-72.7% | $11,598-75.8% |