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 | $108,987 | $106,905+1.9% | $84,020+29.7% | $152,885-28.7% |
| Participation rate | 81.8% | 75.2%+6.6pp | 69.0%+12.8pp | 82.5%-0.6pp |
| Annual return | 8.09% | 105.00%-96.9pp | 71.31%-63.2pp | 345.39%-337.3pp |
| Employer contribution / active EE | $1,877 | $2,735-31.4% | $1,984-5.4% | $4,763-60.6% |
| Participant deferral / active EE | $4,051 | $4,012+1.0% | $3,239+25.1% | $5,851-30.8% |
| Admin fee / account holder | $2,829 | $8,287-65.9% | $6,101-53.6% | $11,598-75.6% |