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 | $104,438 | $93,589+11.6% | $135,942-23.2% | $75,181+38.9% |
| Participation rate | 81.6% | 75.2%+6.4pp | 81.9%-0.3pp | 67.2%+14.4pp |
| Annual return | 21.45% | 30.90%-9.5pp | 68.28%-46.8pp | 160.69%-139.2pp |
| Employer contribution / active EE | $4,087 | $3,537+15.5% | $4,858-15.9% | $2,671+53.0% |
| Participant deferral / active EE | $5,006 | $6,405-21.8% | $7,759-35.5% | $4,126+21.3% |
| Admin fee / account holder | $856 | $6,977-87.7% | $10,764-92.0% | $5,650-84.8% |