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 | $118,156 | $146,267-19.2% | $197,124-40.1% | $82,448+43.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 18.43% | 29.61%-11.2pp | 44.34%-25.9pp | 41.64%-23.2pp |
| Employer contribution / active EE | $5,630 | $4,723+19.2% | $6,227-9.6% | $2,551+120.7% |
| Participant deferral / active EE | $9,177 | $7,035+30.5% | $9,135+0.5% | $4,139+121.7% |
| Admin fee / account holder | $2,054 | $14,422-85.8% | $16,298-87.4% | $7,234-71.6% |