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 | $95,781 | $124,425-23.0% | $112,040-14.5% | $137,256-30.2% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.5%+15.8pp | 80.0%+12.3pp |
| Annual return | 14.17% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,423 | $3,411-29.0% | $2,954-18.0% | $4,156-41.7% |
| Participant deferral / active EE | $4,249 | $5,718-25.7% | $5,098-16.6% | $6,407-33.7% |
| Admin fee / account holder | $6,776 | $15,207-55.4% | $12,098-44.0% | $12,270-44.8% |