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 | $96,587 | $124,425-22.4% | $112,040-13.8% | $137,256-29.6% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 18.39% | 24.72%-6.3pp | 24.52%-6.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,728 | $3,411-20.0% | $2,954-7.7% | $4,156-34.4% |
| Participant deferral / active EE | $6,768 | $5,718+18.4% | $5,098+32.8% | $6,407+5.6% |
| Admin fee / account holder | $1,110 | $15,207-92.7% | $12,098-90.8% | $12,270-90.9% |