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 | $122,742 | $165,399-25.8% | $149,745-18.0% | $158,982-22.8% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 13.14% | 348.34%-335.2pp | 276.72%-263.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $3,109 | $5,105-39.1% | $4,646-33.1% | $4,763-34.7% |
| Participant deferral / active EE | $2,703 | $7,183-62.4% | $6,843-60.5% | $5,983-54.8% |
| Admin fee / account holder | $26,025 | $10,811+140.7% | $9,312+179.5% | $11,252+131.3% |