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 | $91,120 | $101,763-10.5% | $164,866-44.7% | $80,874+12.7% |
| Participation rate | 92.7% | 71.8%+20.9pp | 78.6%+14.1pp | 67.6%+25.0pp |
| Annual return | 11.85% | 16.73%-4.9pp | 69.97%-58.1pp | 35.62%-23.8pp |
| Employer contribution / active EE | $2,108 | $2,954-28.6% | $4,343-51.5% | $2,756-23.5% |
| Participant deferral / active EE | $8,853 | $4,477+97.8% | $6,033+46.7% | $4,297+106.0% |
| Admin fee / account holder | $9,744 | $8,228+18.4% | $12,689-23.2% | $6,935+40.5% |