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 | $116,097 | $124,425-6.7% | $112,040+3.6% | $137,256-15.4% |
| Participation rate | 78.6% | 79.3%-0.7pp | 76.5%+2.1pp | 80.0%-1.4pp |
| Annual return | 18.91% | 24.72%-5.8pp | 24.52%-5.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,704 | $3,411-20.7% | $2,954-8.5% | $4,156-34.9% |
| Participant deferral / active EE | $6,410 | $5,718+12.1% | $5,098+25.8% | $6,407+0.1% |
| Admin fee / account holder | $4,575 | $15,207-69.9% | $12,098-62.2% | $12,270-62.7% |