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 | $131,896 | $154,228-14.5% | $145,433-9.3% | $137,256-3.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 14.28% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,574 | $4,804-67.2% | $4,554-65.4% | $4,156-62.1% |
| Participant deferral / active EE | $4,553 | $8,216-44.6% | $7,897-42.4% | $6,407-28.9% |
| Admin fee / account holder | $3,125 | $14,344-78.2% | $13,129-76.2% | $12,270-74.5% |