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 | $100,447 | $101,950-1.5% | $125,529-20.0% | $86,983+15.5% |
| Participation rate | 72.0% | 70.2%+1.8pp | 74.7%-2.7pp | 69.5%+2.5pp |
| Annual return | 15.29% | 18.29%-3.0pp | 202.56%-187.3pp | 25.83%-10.5pp |
| Employer contribution / active EE | $2,244 | $2,358-4.8% | $3,058-26.6% | $2,584-13.2% |
| Participant deferral / active EE | $5,481 | $3,862+41.9% | $4,813+13.9% | $4,194+30.7% |
| Admin fee / account holder | $35,302 | $12,791+176.0% | $16,298+116.6% | $7,856+349.4% |