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 | $102,565 | $104,098-1.5% | $140,514-27.0% | $94,015+9.1% |
| Participation rate | 97.2% | 73.7%+23.5pp | 77.8%+19.4pp | 70.8%+26.4pp |
| Annual return | 12.20% | 15.14%-2.9pp | 14.36%-2.2pp | 17.84%-5.6pp |
| Employer contribution / active EE | $2,217 | $2,388-7.2% | $3,378-34.4% | $2,790-20.6% |
| Participant deferral / active EE | $3,566 | $4,033-11.6% | $4,919-27.5% | $4,249-16.1% |
| Admin fee / account holder | $9,887 | $10,439-5.3% | $13,697-27.8% | $8,951+10.5% |