Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $99,678 | $185,312-46.2% | $161,489-38.3% | $154,746-35.6% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 19.86% | 103.84%-84.0pp | 89.72%-69.9pp | 172.34%-152.5pp |
| Employer contribution / active EE | $1,752 | $4,769-63.3% | $4,268-58.9% | $4,379-60.0% |
| Participant deferral / active EE | $6,206 | $6,350-2.3% | $5,630+10.2% | $6,730-7.8% |
| Admin fee / account holder | $2,257 | $18,654-87.9% | $16,006-85.9% | $14,365-84.3% |