Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $105,039 | $181,062-42.0% | $158,223-33.6% | $155,188-32.3% |
| Participation rate | 81.8% | 82.7%-0.8pp | 79.2%+2.6pp | 80.8%+1.0pp |
| Annual return | 21.91% | 57.39%-35.5pp | 52.09%-30.2pp | 148.84%-126.9pp |
| Employer contribution / active EE | $6,079 | $4,565+33.2% | $4,109+48.0% | $4,248+43.1% |
| Participant deferral / active EE | $4,841 | $6,134-21.1% | $5,467-11.4% | $6,531-25.9% |
| Admin fee / account holder | $1,080 | $18,825-94.3% | $16,047-93.3% | $14,480-92.5% |