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 | $104,310 | $78,423+33.0% | $95,964+8.7% | $79,856+30.6% |
| Participation rate | 75.9% | 73.5%+2.4pp | 77.1%-1.2pp | 69.6%+6.3pp |
| Annual return | 19.77% | 19.37%+0.4pp | 91.64%-71.9pp | 31.71%-11.9pp |
| Employer contribution / active EE | $804 | $1,945-58.7% | $2,541-68.3% | $2,471-67.5% |
| Participant deferral / active EE | $4,015 | $3,440+16.7% | $4,167-3.6% | $3,741+7.3% |
| Admin fee / account holder | $5,515 | $5,622-1.9% | $6,797-18.9% | $5,306+3.9% |