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 | $99,680 | $123,000-19.0% | $105,582-5.6% | $198,609-49.8% |
| Participation rate | 75.0% | 76.8%-1.8pp | 71.8%+3.2pp | 82.4%-7.4pp |
| Annual return | 16.34% | 18.31%-2.0pp | 18.61%-2.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $5,167 | $3,582+44.2% | $2,984+73.1% | $5,055+2.2% |
| Participant deferral / active EE | $10,850 | $5,013+116.4% | $4,353+149.2% | $6,977+55.5% |
| Admin fee / account holder | $10,996 | $16,254-32.3% | $12,856-14.5% | $19,030-42.2% |