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 | $97,430 | $101,752-4.2% | $164,928-40.9% | $80,911+20.4% |
| Participation rate | 87.1% | 71.8%+15.3pp | 78.6%+8.5pp | 67.6%+19.4pp |
| Annual return | 16.14% | 16.73%-0.6pp | 70.08%-53.9pp | 35.63%-19.5pp |
| Employer contribution / active EE | $3,377 | $2,953+14.3% | $4,343-22.3% | $2,756+22.5% |
| Participant deferral / active EE | $7,375 | $4,477+64.7% | $6,034+22.2% | $4,297+71.6% |
| Admin fee / account holder | $8,370 | $8,218+1.9% | $12,684-34.0% | $6,935+20.7% |