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 | $96,163 | $93,617+2.7% | $135,982-29.3% | $75,177+27.9% |
| Participation rate | 94.2% | 75.2%+19.0pp | 81.9%+12.3pp | 67.2%+27.0pp |
| Annual return | 21.98% | 30.89%-8.9pp | 68.32%-46.3pp | 160.75%-138.8pp |
| Employer contribution / active EE | $2,837 | $3,538-19.8% | $4,859-41.6% | $2,671+6.2% |
| Participant deferral / active EE | $8,122 | $6,406+26.8% | $7,760+4.7% | $4,126+96.8% |
| Admin fee / account holder | $7,222 | $6,980+3.5% | $10,767-32.9% | $5,651+27.8% |