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 | $100,959 | $104,098-3.0% | $140,514-28.1% | $94,015+7.4% |
| Participation rate | 77.6% | 73.7%+3.9pp | 77.8%-0.2pp | 70.8%+6.8pp |
| Annual return | 13.42% | 15.14%-1.7pp | 14.36%-0.9pp | 17.84%-4.4pp |
| Employer contribution / active EE | $1,989 | $2,388-16.7% | $3,378-41.1% | $2,790-28.7% |
| Participant deferral / active EE | $3,556 | $4,033-11.8% | $4,919-27.7% | $4,249-16.3% |
| Admin fee / account holder | $14,647 | $10,439+40.3% | $13,697+6.9% | $8,951+63.6% |