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 | $103,709 | $108,825-4.7% | $156,181-33.6% | $82,448+25.8% |
| Participation rate | 84.2% | 72.4%+11.8pp | 78.8%+5.4pp | 68.1%+16.1pp |
| Annual return | 17.16% | 20.59%-3.4pp | 64.87%-47.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $4,333 | $2,870+51.0% | $4,294+0.9% | $2,551+69.9% |
| Participant deferral / active EE | $10,156 | $4,577+121.9% | $6,132+65.6% | $4,139+145.4% |
| Admin fee / account holder | $7,643 | $9,341-18.2% | $14,586-47.6% | $7,234+5.7% |