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 | $115,725 | $108,825+6.3% | $156,181-25.9% | $82,448+40.4% |
| Participation rate | 89.2% | 72.4%+16.9pp | 78.8%+10.4pp | 68.1%+21.2pp |
| Annual return | 14.85% | 20.59%-5.7pp | 64.87%-50.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,668 | $2,870-7.0% | $4,294-37.9% | $2,551+4.6% |
| Participant deferral / active EE | $4,913 | $4,577+7.3% | $6,132-19.9% | $4,139+18.7% |
| Admin fee / account holder | $13,465 | $9,341+44.2% | $14,586-7.7% | $7,234+86.1% |