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 | $99,183 | $101,950-2.7% | $125,529-21.0% | $86,983+14.0% |
| Participation rate | 76.2% | 70.2%+6.0pp | 74.7%+1.5pp | 69.5%+6.6pp |
| Annual return | 15.79% | 18.29%-2.5pp | 202.56%-186.8pp | 25.83%-10.0pp |
| Employer contribution / active EE | $2,034 | $2,358-13.7% | $3,058-33.5% | $2,584-21.3% |
| Participant deferral / active EE | $4,309 | $3,862+11.6% | $4,813-10.5% | $4,194+2.7% |
| Admin fee / account holder | $2,323 | $12,791-81.8% | $16,298-85.7% | $7,856-70.4% |