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 | $95,496 | $101,795-6.2% | $165,100-42.2% | $80,959+18.0% |
| Participation rate | 78.3% | 71.8%+6.5pp | 78.6%-0.3pp | 67.7%+10.6pp |
| Annual return | 10.99% | 16.73%-5.7pp | 70.21%-59.2pp | 35.67%-24.7pp |
| Employer contribution / active EE | $2,022 | $2,954-31.5% | $4,348-53.5% | $2,757-26.7% |
| Participant deferral / active EE | $4,543 | $4,476+1.5% | $6,035-24.7% | $4,300+5.6% |
| Admin fee / account holder | $1,261 | $8,221-84.7% | $12,696-90.1% | $6,925-81.8% |