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 | $90,585 | $108,825-16.8% | $156,181-42.0% | $82,448+9.9% |
| Participation rate | 73.3% | 72.4%+1.0pp | 78.8%-5.5pp | 68.1%+5.3pp |
| Annual return | 16.23% | 20.59%-4.4pp | 64.87%-48.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,700 | $2,870-40.8% | $4,294-60.4% | $2,551-33.4% |
| Participant deferral / active EE | $3,563 | $4,577-22.2% | $6,132-41.9% | $4,139-13.9% |
| Admin fee / account holder | $948 | $9,341-89.9% | $14,586-93.5% | $7,234-86.9% |