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 | $107,722 | $98,240+9.7% | $82,312+30.9% | $147,586-27.0% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 12.32% | 30.85%-18.5pp | 25.88%-13.6pp | 578.59%-566.3pp |
| Employer contribution / active EE | $1,584 | $3,192-50.4% | $2,428-34.8% | $4,876-67.5% |
| Participant deferral / active EE | $3,803 | $4,383-13.2% | $3,706+2.6% | $5,439-30.1% |
| Admin fee / account holder | $8,133 | $8,563-5.0% | $5,608+45.0% | $10,886-25.3% |