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 | $106,074 | $67,602+56.9% | $82,312+28.9% | $70,126+51.3% |
| Participation rate | 73.0% | 72.8%+0.2pp | 76.9%-3.9pp | 69.5%+3.4pp |
| Annual return | 16.03% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,407 | $1,755-19.9% | $2,428-42.1% | $2,343-40.0% |
| Participant deferral / active EE | $3,130 | $2,987+4.8% | $3,706-15.6% | $3,332-6.1% |
| Admin fee / account holder | $8,973 | $4,512+98.9% | $5,608+60.0% | $4,645+93.1% |