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 | $92,081 | $125,797-26.8% | $170,043-45.8% | $75,173+22.5% |
| Participation rate | 95.6% | 83.6%+12.0pp | 87.0%+8.6pp | 67.2%+28.4pp |
| Annual return | 14.44% | 27.20%-12.8pp | 53.40%-39.0pp | 160.72%-146.3pp |
| Employer contribution / active EE | $2,075 | $4,616-55.1% | $6,790-69.4% | $2,671-22.3% |
| Participant deferral / active EE | $4,991 | $6,838-27.0% | $10,410-52.1% | $4,126+20.9% |
| Admin fee / account holder | $4,484 | $8,177-45.2% | $12,824-65.0% | $5,651-20.6% |