Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $103,418 | $114,712-9.8% | $173,730-40.5% | $87,485+18.2% |
| Participation rate | 95.7% | 73.0%+22.7pp | 79.6%+16.1pp | 68.9%+26.7pp |
| Annual return | 15.50% | 20.18%-4.7pp | 19.96%-4.5pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,976 | $2,904-32.0% | $4,577-56.8% | $2,596-23.9% |
| Participant deferral / active EE | $8,706 | $4,642+87.6% | $6,326+37.6% | $4,274+103.7% |
| Admin fee / account holder | $4,235 | $10,210-58.5% | $17,523-75.8% | $7,775-45.5% |