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 | $95,825 | $74,535+28.6% | $100,712-4.9% | $82,637+16.0% |
| Participation rate | 75.0% | 61.2%+13.8pp | 69.3%+5.7pp | 68.1%+6.9pp |
| Annual return | 14.88% | 18.92%-4.0pp | 33.27%-18.4pp | 53.51%-38.6pp |
| Employer contribution / active EE | $1,322 | $1,503-12.0% | $2,313-42.8% | $2,552-48.2% |
| Participant deferral / active EE | $7,893 | $3,074+156.8% | $4,085+93.2% | $4,126+91.3% |
| Admin fee / account holder | $24,748 | $6,576+276.4% | $9,256+167.4% | $7,339+237.2% |