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 | $111,118 | $147,556-24.7% | $129,031-13.9% | $198,609-44.1% |
| Participation rate | 75.0% | 77.2%-2.2pp | 73.4%+1.6pp | 82.4%-7.4pp |
| Annual return | 16.73% | 37.41%-20.7pp | 34.67%-17.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $2,293 | $3,645-37.1% | $3,226-28.9% | $5,055-54.7% |
| Participant deferral / active EE | $8,282 | $5,760+43.8% | $5,217+58.7% | $6,977+18.7% |
| Admin fee / account holder | $2,326 | $15,467-85.0% | $13,208-82.4% | $19,030-87.8% |