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 | $103,349 | $161,352-35.9% | $134,172-23.0% | $137,256-24.7% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.5%+2.5pp | 80.0%-5.0pp |
| Annual return | 15.24% | 28.72%-13.5pp | 25.30%-10.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,437 | $4,099-40.5% | $3,420-28.7% | $4,156-41.4% |
| Participant deferral / active EE | $4,405 | $5,552-20.7% | $4,690-6.1% | $6,407-31.2% |
| Admin fee / account holder | $1,142 | $15,028-92.4% | $12,016-90.5% | $12,270-90.7% |