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 | $102,859 | $115,917-11.3% | $100,535+2.3% | $158,982-35.3% |
| Participation rate | 73.9% | 81.6%-7.7pp | 79.4%-5.5pp | 82.0%-8.1pp |
| Annual return | 18.00% | 34.80%-16.8pp | 30.90%-12.9pp | 302.99%-285.0pp |
| Employer contribution / active EE | $3,084 | $4,105-24.9% | $3,419-9.8% | $4,763-35.2% |
| Participant deferral / active EE | $5,687 | $6,677-14.8% | $6,271-9.3% | $5,983-5.0% |
| Admin fee / account holder | $9,092 | $11,002-17.4% | $8,085+12.5% | $11,252-19.2% |