Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $107,781 | $99,875+7.9% | $146,866-26.6% | $86,983+23.9% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.5%-3.0pp | 69.5%+9.9pp |
| Annual return | 17.05% | 28.10%-11.0pp | 102.85%-85.8pp | 25.83%-8.8pp |
| Employer contribution / active EE | $2,162 | $3,224-33.0% | $4,425-51.1% | $2,584-16.4% |
| Participant deferral / active EE | $6,613 | $6,322+4.6% | $7,759-14.8% | $4,194+57.7% |
| Admin fee / account holder | $939 | $7,838-88.0% | $13,620-93.1% | $7,856-88.1% |