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 | $100,120 | $87,733+14.1% | $106,555-6.0% | $85,847+16.6% |
| Participation rate | 93.5% | 71.9%+21.6pp | 76.1%+17.4pp | 69.3%+24.2pp |
| Annual return | 14.67% | 21.86%-7.2pp | 26.80%-12.1pp | 318.61%-303.9pp |
| Employer contribution / active EE | $2,051 | $2,073-1.1% | $2,819-27.3% | $2,565-20.1% |
| Participant deferral / active EE | $3,918 | $3,469+12.9% | $4,399-10.9% | $3,952-0.9% |
| Admin fee / account holder | $3,023 | $6,767-55.3% | $7,408-59.2% | $6,261-51.7% |