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 | $92,600 | $106,864-13.3% | $147,318-37.1% | $82,637+12.1% |
| Participation rate | 98.5% | 75.5%+23.0pp | 82.1%+16.5pp | 68.1%+30.5pp |
| Annual return | 16.90% | 27.49%-10.6pp | 70.43%-53.5pp | 53.51%-36.6pp |
| Employer contribution / active EE | $3,845 | $3,417+12.5% | $4,593-16.3% | $2,552+50.7% |
| Participant deferral / active EE | $8,607 | $6,496+32.5% | $7,906+8.9% | $4,126+108.6% |
| Admin fee / account holder | $4,452 | $8,415-47.1% | $13,708-67.5% | $7,339-39.3% |