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 | $108,058 | $124,425-13.2% | $112,040-3.6% | $137,256-21.3% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.5%+19.3pp | 80.0%+15.9pp |
| Annual return | 12.70% | 24.72%-12.0pp | 24.52%-11.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,852 | $3,411-16.4% | $2,954-3.4% | $4,156-31.4% |
| Participant deferral / active EE | $7,065 | $5,718+23.5% | $5,098+38.6% | $6,407+10.3% |
| Admin fee / account holder | $3,279 | $15,207-78.4% | $12,098-72.9% | $12,270-73.3% |