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 | $104,302 | $106,864-2.4% | $147,318-29.2% | $82,637+26.2% |
| Participation rate | 81.8% | 75.5%+6.3pp | 82.1%-0.2pp | 68.1%+13.8pp |
| Annual return | 15.35% | 27.49%-12.1pp | 70.43%-55.1pp | 53.51%-38.2pp |
| Employer contribution / active EE | $2,371 | $3,417-30.6% | $4,593-48.4% | $2,552-7.1% |
| Participant deferral / active EE | $8,371 | $6,496+28.9% | $7,906+5.9% | $4,126+102.9% |
| Admin fee / account holder | $13,086 | $8,415+55.5% | $13,708-4.5% | $7,339+78.3% |