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 | $106,719 | $114,712-7.0% | $173,730-38.6% | $87,485+22.0% |
| Participation rate | 93.3% | 73.0%+20.3pp | 79.6%+13.8pp | 68.9%+24.4pp |
| Annual return | 16.75% | 20.18%-3.4pp | 19.96%-3.2pp | 26.06%-9.3pp |
| Employer contribution / active EE | $7,633 | $2,904+162.8% | $4,577+66.7% | $2,596+194.0% |
| Participant deferral / active EE | $4,143 | $4,642-10.8% | $6,326-34.5% | $4,274-3.1% |
| Admin fee / account holder | $8,548 | $10,210-16.3% | $17,523-51.2% | $7,775+9.9% |