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 | $106,996 | $162,812-34.3% | $133,971-20.1% | $158,966-32.7% |
| Participation rate | 95.0% | 83.2%+11.8pp | 79.8%+15.2pp | 82.0%+13.0pp |
| Annual return | 24.35% | 41.94%-17.6pp | 45.09%-20.7pp | 302.95%-278.6pp |
| Employer contribution / active EE | $3,175 | $4,976-36.2% | $3,919-19.0% | $4,762-33.3% |
| Participant deferral / active EE | $3,539 | $5,910-40.1% | $5,047-29.9% | $5,983-40.8% |
| Admin fee / account holder | $3,528 | $11,741-70.0% | $8,929-60.5% | $11,250-68.6% |