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 | $93,077 | $99,345-6.3% | $84,753+9.8% | $273,972-66.0% |
| Participation rate | 84.6% | 80.7%+3.9pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 5.18% | 22.93%-17.7pp | 22.78%-17.6pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,677 | $4,214-60.2% | $3,574-53.1% | $4,869-65.6% |
| Participant deferral / active EE | $5,244 | $4,270+22.8% | $3,712+41.3% | $5,287-0.8% |
| Admin fee / account holder | $17,849 | $6,645+168.6% | $5,333+234.7% | $10,133+76.2% |