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 | $95,718 | $125,797-23.9% | $170,043-43.7% | $75,173+27.3% |
| Participation rate | 87.0% | 83.6%+3.4pp | 87.0%0pp | 67.2%+19.8pp |
| Annual return | 20.52% | 27.20%-6.7pp | 53.40%-32.9pp | 160.72%-140.2pp |
| Employer contribution / active EE | $3,336 | $4,616-27.7% | $6,790-50.9% | $2,671+24.9% |
| Participant deferral / active EE | $11,702 | $6,838+71.1% | $10,410+12.4% | $4,126+183.6% |
| Admin fee / account holder | $4,534 | $8,177-44.5% | $12,824-64.6% | $5,651-19.8% |