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 | $90,643 | $97,289-6.8% | $92,805-2.3% | $155,188-41.6% |
| Participation rate | 87.5% | 84.2%+3.3pp | 83.5%+4.0pp | 80.8%+6.7pp |
| Annual return | 11.92% | 29.03%-17.1pp | 31.59%-19.7pp | 148.84%-136.9pp |
| Employer contribution / active EE | $2,163 | $3,632-40.5% | $3,424-36.8% | $4,248-49.1% |
| Participant deferral / active EE | $6,467 | $8,795-26.5% | $8,448-23.4% | $6,531-1.0% |
| Admin fee / account holder | $376 | $12,015-96.9% | $10,911-96.6% | $14,480-97.4% |