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 | $118,529 | $135,956-12.8% | $123,894-4.3% | $273,972-56.7% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 7.64% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $6,982 | $5,170+35.1% | $4,617+51.2% | $4,869+43.4% |
| Participant deferral / active EE | $8,014 | $6,343+26.3% | $5,984+33.9% | $5,287+51.6% |
| Admin fee / account holder | $2,816 | $9,817-71.3% | $8,357-66.3% | $10,133-72.2% |