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 | $106,672 | $73,787+44.6% | $98,716+8.1% | $82,448+29.4% |
| Participation rate | 90.0% | 61.4%+28.6pp | 69.3%+20.7pp | 68.1%+21.9pp |
| Annual return | 16.19% | 18.57%-2.4pp | 31.81%-15.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,522 | $1,511+0.7% | $2,279-33.2% | $2,551-40.3% |
| Participant deferral / active EE | $3,892 | $3,081+26.3% | $4,048-3.9% | $4,139-6.0% |
| Admin fee / account holder | $7,154 | $6,500+10.1% | $8,703-17.8% | $7,234-1.1% |