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 | $106,749-2.3% | $145,433-28.3% | $82,448+26.5% |
| Participation rate | 81.8% | 75.6%+6.2pp | 82.1%-0.3pp | 68.1%+13.8pp |
| Annual return | 15.35% | 27.59%-12.2pp | 66.58%-51.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,371 | $3,444-31.2% | $4,554-47.9% | $2,551-7.1% |
| Participant deferral / active EE | $8,371 | $6,519+28.4% | $7,897+6.0% | $4,139+102.2% |
| Admin fee / account holder | $13,086 | $8,390+56.0% | $13,129-0.3% | $7,234+80.9% |