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 | $107,502 | $81,487+31.9% | $102,412+5.0% | $80,935+32.8% |
| Participation rate | 91.3% | 66.8%+24.5pp | 74.5%+16.8pp | 67.7%+23.6pp |
| Annual return | 12.85% | 25.60%-12.7pp | 24.94%-12.1pp | 35.66%-22.8pp |
| Employer contribution / active EE | $10,133 | $3,103+226.5% | $3,870+161.8% | $2,757+267.6% |
| Participant deferral / active EE | $2,736 | $3,871-29.3% | $5,060-45.9% | $4,299-36.4% |
| Admin fee / account holder | $1,138 | $6,717-83.1% | $8,388-86.4% | $6,924-83.6% |