Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $119,771 | $156,398-23.4% | $147,318-18.7% | $138,895-13.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 21.24% | 78.75%-57.5pp | 70.43%-49.2pp | 145.39%-124.2pp |
| Employer contribution / active EE | $16,045 | $4,853+230.6% | $4,593+249.4% | $4,194+282.6% |
| Participant deferral / active EE | $8,880 | $8,237+7.8% | $7,906+12.3% | $6,396+38.8% |
| Admin fee / account holder | $18,859 | $14,976+25.9% | $13,708+37.6% | $12,562+50.1% |