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 | $105,516 | $95,453+10.5% | $112,040-5.8% | $82,448+28.0% |
| Participation rate | 89.6% | 72.8%+16.8pp | 76.5%+13.1pp | 68.1%+21.5pp |
| Annual return | 12.46% | 23.92%-11.5pp | 24.52%-12.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,213 | $2,318-47.7% | $2,954-59.0% | $2,551-52.5% |
| Participant deferral / active EE | $3,195 | $4,224-24.4% | $5,098-37.3% | $4,139-22.8% |
| Admin fee / account holder | $9,959 | $9,013+10.5% | $12,098-17.7% | $7,234+37.7% |