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 | $107,437 | $63,949+68.0% | $129,031-16.7% | $94,015+14.3% |
| Participation rate | 81.3% | 63.4%+17.8pp | 73.4%+7.9pp | 70.8%+10.4pp |
| Annual return | 15.53% | 17.56%-2.0pp | 34.67%-19.1pp | 17.84%-2.3pp |
| Employer contribution / active EE | $2,170 | $1,865+16.4% | $3,226-32.7% | $2,790-22.2% |
| Participant deferral / active EE | $3,722 | $3,686+1.0% | $5,217-28.7% | $4,249-12.4% |
| Admin fee / account holder | $970 | $5,523-82.4% | $13,208-92.7% | $8,951-89.2% |