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 | $101,622 | $68,878+47.5% | $120,574-15.7% | $80,935+25.6% |
| Participation rate | 84.0% | 61.7%+22.3pp | 71.9%+12.1pp | 67.7%+16.3pp |
| Annual return | 14.19% | 23.67%-9.5pp | 107.42%-93.2pp | 35.66%-21.5pp |
| Employer contribution / active EE | $2,096 | $2,065+1.5% | $3,471-39.6% | $2,757-24.0% |
| Participant deferral / active EE | $3,440 | $3,189+7.9% | $4,996-31.1% | $4,299-20.0% |
| Admin fee / account holder | $604 | $5,782-89.6% | $9,445-93.6% | $6,924-91.3% |