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 | $103,967 | $99,994+4.0% | $146,647-29.1% | $85,851+21.1% |
| Participation rate | 78.6% | 73.1%+5.5pp | 80.1%-1.5pp | 69.3%+9.3pp |
| Annual return | 13.72% | 18.93%-5.2pp | 22.75%-9.0pp | 318.63%-304.9pp |
| Employer contribution / active EE | $2,834 | $2,559+10.7% | $4,137-31.5% | $2,565+10.5% |
| Participant deferral / active EE | $4,819 | $4,006+20.3% | $5,506-12.5% | $3,952+21.9% |
| Admin fee / account holder | $500 | $7,703-93.5% | $10,281-95.1% | $6,261-92.0% |