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 | $109,658 | $153,769-28.7% | $133,975-18.2% | $273,972-60.0% |
| Participation rate | 81.8% | 88.4%-6.5pp | 87.1%-5.2pp | 83.0%-1.2pp |
| Annual return | 9.44% | 36.51%-27.1pp | 29.29%-19.8pp | 41.46%-32.0pp |
| Employer contribution / active EE | $2,952 | $6,029-51.0% | $5,211-43.3% | $4,869-39.4% |
| Participant deferral / active EE | $4,362 | $6,958-37.3% | $6,282-30.6% | $5,287-17.5% |
| Admin fee / account holder | $625 | $11,765-94.7% | $9,324-93.3% | $10,133-93.8% |