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 | $103,099 | $84,236+22.4% | $170,435-39.5% | $70,126+47.0% |
| Participation rate | 89.7% | 70.8%+18.8pp | 83.6%+6.1pp | 69.5%+20.1pp |
| Annual return | 19.64% | 23.06%-3.4pp | 205.94%-186.3pp | 73.15%-53.5pp |
| Employer contribution / active EE | $2,075 | $3,387-38.7% | $5,432-61.8% | $2,343-11.4% |
| Participant deferral / active EE | $3,908 | $3,086+26.7% | $4,939-20.9% | $3,332+17.3% |
| Admin fee / account holder | $1,852 | $5,698-67.5% | $13,881-86.7% | $4,645-60.1% |