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 | $99,442 | $108,825-8.6% | $156,181-36.3% | $82,448+20.6% |
| Participation rate | 95.2% | 72.4%+22.9pp | 78.8%+16.4pp | 68.1%+27.2pp |
| Annual return | 17.75% | 20.59%-2.8pp | 64.87%-47.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,175 | $2,870+10.7% | $4,294-26.0% | $2,551+24.5% |
| Participant deferral / active EE | $5,058 | $4,577+10.5% | $6,132-17.5% | $4,139+22.2% |
| Admin fee / account holder | $2,183 | $9,341-76.6% | $14,586-85.0% | $7,234-69.8% |