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 | $105,198 | $135,956-22.6% | $123,894-15.1% | $273,972-61.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 7.00% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,501 | $5,170-51.6% | $4,617-45.8% | $4,869-48.6% |
| Participant deferral / active EE | $5,523 | $6,343-12.9% | $5,984-7.7% | $5,287+4.5% |
| Admin fee / account holder | $1,917 | $9,817-80.5% | $8,357-77.1% | $10,133-81.1% |