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 | $102,308 | $87,106+17.5% | $105,607-3.1% | $80,935+26.4% |
| Participation rate | 72.1% | 70.4%+1.6pp | 75.3%-3.2pp | 67.7%+4.4pp |
| Annual return | 11.96% | 17.01%-5.1pp | 116.11%-104.1pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,352 | $2,396-43.6% | $3,167-57.3% | $2,757-51.0% |
| Participant deferral / active EE | $5,053 | $3,986+26.8% | $5,011+0.8% | $4,299+17.5% |
| Admin fee / account holder | $26,654 | $8,447+215.5% | $10,958+143.2% | $6,924+284.9% |