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 | $108,218 | $104,098+4.0% | $140,514-23.0% | $94,015+15.1% |
| Participation rate | 77.1% | 73.7%+3.4pp | 77.8%-0.7pp | 70.8%+6.3pp |
| Annual return | 14.48% | 15.14%-0.7pp | 14.36%+0.1pp | 17.84%-3.4pp |
| Employer contribution / active EE | $1,018 | $2,388-57.4% | $3,378-69.9% | $2,790-63.5% |
| Participant deferral / active EE | $2,605 | $4,033-35.4% | $4,919-47.0% | $4,249-38.7% |
| Admin fee / account holder | $2,435 | $10,439-76.7% | $13,697-82.2% | $8,951-72.8% |