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 | $99,963 | $86,949+15.0% | $102,460-2.4% | $80,959+23.5% |
| Participation rate | 85.0% | 72.4%+12.6pp | 76.5%+8.5pp | 67.7%+17.3pp |
| Annual return | 15.06% | 18.89%-3.8pp | 29.47%-14.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $2,497 | $2,370+5.4% | $3,025-17.5% | $2,757-9.5% |
| Participant deferral / active EE | $3,705 | $4,121-10.1% | $5,056-26.7% | $4,300-13.8% |
| Admin fee / account holder | $3,726 | $8,048-53.7% | $9,460-60.6% | $6,925-46.2% |