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 | $94,578 | $86,938+8.8% | $102,423-7.7% | $80,925+16.9% |
| Participation rate | 78.1% | 72.4%+5.7pp | 76.5%+1.6pp | 67.7%+10.5pp |
| Annual return | 11.14% | 18.89%-7.7pp | 29.42%-18.3pp | 35.65%-24.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,016 | $4,120+46.0% | $5,054+19.0% | $4,299+40.0% |
| Admin fee / account holder | $4,360 | $8,053-45.9% | $9,455-53.9% | $6,940-37.2% |