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 | $108,536 | $78,690+37.9% | $161,489-32.8% | $87,485+24.1% |
| Participation rate | 80.4% | 67.5%+13.0pp | 78.7%+1.7pp | 68.9%+11.5pp |
| Annual return | 17.96% | 32.74%-14.8pp | 89.72%-71.8pp | 26.06%-8.1pp |
| Employer contribution / active EE | $3,004 | $2,588+16.0% | $4,268-29.6% | $2,596+15.7% |
| Participant deferral / active EE | $5,578 | $3,311+68.5% | $5,630-0.9% | $4,274+30.5% |
| Admin fee / account holder | $1,099 | $6,724-83.6% | $16,006-93.1% | $7,775-85.9% |