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 | $94,704 | $110,248-14.1% | $95,728-1.1% | $139,456-32.1% |
| Participation rate | 87.5% | 75.7%+11.8pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 14.56% | 27.16%-12.6pp | 28.40%-13.8pp | 373.45%-358.9pp |
| Employer contribution / active EE | $2,327 | $3,258-28.6% | $2,835-17.9% | $4,753-51.0% |
| Participant deferral / active EE | $7,781 | $4,675+66.4% | $4,245+83.3% | $6,711+15.9% |
| Admin fee / account holder | $2,458 | $6,607-62.8% | $5,673-56.7% | $11,407-78.5% |