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 | $115,657 | $145,431-20.5% | $211,142-45.2% | $87,485+32.2% |
| Participation rate | 95.8% | 84.7%+11.1pp | 87.3%+8.5pp | 68.9%+26.9pp |
| Annual return | 18.64% | 27.21%-8.6pp | 46.84%-28.2pp | 26.06%-7.4pp |
| Employer contribution / active EE | $5,006 | $4,662+7.4% | $6,442-22.3% | $2,596+92.8% |
| Participant deferral / active EE | $13,798 | $6,859+101.2% | $9,284+48.6% | $4,274+222.9% |
| Admin fee / account holder | $5,484 | $17,052-67.8% | $19,076-71.3% | $7,775-29.5% |