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 | $106,248 | $86,949+22.2% | $102,460+3.7% | $80,959+31.2% |
| Participation rate | 95.3% | 72.4%+22.9pp | 76.5%+18.8pp | 67.7%+27.6pp |
| Annual return | 14.69% | 18.89%-4.2pp | 29.47%-14.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,595 | $2,370+9.5% | $3,025-14.2% | $2,757-5.9% |
| Participant deferral / active EE | $3,199 | $4,121-22.4% | $5,056-36.7% | $4,300-25.6% |
| Admin fee / account holder | $26,061 | $8,048+223.8% | $9,460+175.5% | $6,925+276.3% |