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 | $106,247 | $95,453+11.3% | $112,040-5.2% | $82,448+28.9% |
| Participation rate | 96.1% | 72.8%+23.3pp | 76.5%+19.6pp | 68.1%+28.0pp |
| Annual return | 12.69% | 23.92%-11.2pp | 24.52%-11.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $3,583 | $2,318+54.6% | $2,954+21.3% | $2,551+40.4% |
| Participant deferral / active EE | $4,201 | $4,224-0.5% | $5,098-17.6% | $4,139+1.5% |
| Admin fee / account holder | $22,224 | $9,013+146.6% | $12,098+83.7% | $7,234+207.2% |