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 | $110,212 | $81,276+35.6% | $155,574-29.2% | $80,925+36.2% |
| Participation rate | 94.7% | 66.2%+28.5pp | 78.2%+16.5pp | 67.7%+27.1pp |
| Annual return | 18.02% | 33.36%-15.3pp | 64.87%-46.8pp | 35.65%-17.6pp |
| Employer contribution / active EE | $3,012 | $3,103-2.9% | $4,676-35.6% | $2,756+9.3% |
| Participant deferral / active EE | $6,854 | $3,453+98.5% | $5,629+21.8% | $4,299+59.5% |
| Admin fee / account holder | $2,741 | $7,993-65.7% | $15,914-82.8% | $6,940-60.5% |