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 | $90,766 | $110,240-17.7% | $96,544-6.0% | $139,487-34.9% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.3pp | 80.3%+3.0pp |
| Annual return | 21.98% | 26.41%-4.4pp | 25.88%-3.9pp | 373.84%-351.9pp |
| Employer contribution / active EE | $1,880 | $3,622-48.1% | $2,966-36.6% | $4,755-60.5% |
| Participant deferral / active EE | $3,479 | $5,549-37.3% | $4,851-28.3% | $6,713-48.2% |
| Admin fee / account holder | $5,579 | $11,602-51.9% | $8,254-32.4% | $11,407-51.1% |