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 | $116,001 | $146,267-20.7% | $197,124-41.2% | $82,448+40.7% |
| Participation rate | 92.3% | 84.0%+8.3pp | 86.7%+5.6pp | 68.1%+24.2pp |
| Annual return | 20.82% | 29.61%-8.8pp | 44.34%-23.5pp | 41.64%-20.8pp |
| Employer contribution / active EE | $16,190 | $4,723+242.8% | $6,227+160.0% | $2,551+534.7% |
| Participant deferral / active EE | $10,150 | $7,035+44.3% | $9,135+11.1% | $4,139+145.2% |
| Admin fee / account holder | $7,262 | $14,422-49.6% | $16,298-55.4% | $7,234+0.4% |