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 | $112,526 | $94,031+19.7% | $115,768-2.8% | $82,448+36.5% |
| Participation rate | 93.9% | 70.4%+23.5pp | 74.4%+19.5pp | 68.1%+25.9pp |
| Annual return | 14.00% | 20.61%-6.6pp | 100.46%-86.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,290 | $2,323-1.4% | $2,940-22.1% | $2,551-10.2% |
| Participant deferral / active EE | $1,922 | $3,972-51.6% | $4,917-60.9% | $4,139-53.6% |
| Admin fee / account holder | $4,425 | $10,249-56.8% | $12,439-64.4% | $7,234-38.8% |