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 | $109,199 | $225,673-51.6% | $203,872-46.4% | $155,188-29.6% |
| Participation rate | 90.5% | 80.3%+10.2pp | 77.8%+12.7pp | 80.8%+9.7pp |
| Annual return | 12.29% | 95.91%-83.6pp | 85.11%-72.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $2,929 | $4,099-28.5% | $3,757-22.1% | $4,248-31.0% |
| Participant deferral / active EE | $6,741 | $6,893-2.2% | $6,388+5.5% | $6,531+3.2% |
| Admin fee / account holder | $7,462 | $12,327-39.5% | $11,730-36.4% | $14,480-48.5% |