Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $129,231 | $154,228-16.2% | $145,433-11.1% | $137,256-5.8% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | 16.14% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $4,430 | $4,804-7.8% | $4,554-2.7% | $4,156+6.6% |
| Participant deferral / active EE | $10,915 | $8,216+32.8% | $7,897+38.2% | $6,407+70.4% |
| Admin fee / account holder | $19,656 | $14,344+37.0% | $13,129+49.7% | $12,270+60.2% |