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 | $126,653 | $135,956-6.8% | $123,894+2.2% | $273,972-53.8% |
| Participation rate | 79.2% | 84.1%-4.9pp | 81.4%-2.2pp | 83.0%-3.8pp |
| Annual return | 5.44% | 56.63%-51.2pp | 47.52%-42.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $2,826 | $5,170-45.3% | $4,617-38.8% | $4,869-42.0% |
| Participant deferral / active EE | $8,896 | $6,343+40.3% | $5,984+48.7% | $5,287+68.3% |
| Admin fee / account holder | $2,997 | $9,817-69.5% | $8,357-64.1% | $10,133-70.4% |