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 | $103,207 | $106,749-3.3% | $145,433-29.0% | $82,448+25.2% |
| Participation rate | 85.0% | 75.6%+9.4pp | 82.1%+2.9pp | 68.1%+16.9pp |
| Annual return | 24.73% | 27.59%-2.9pp | 66.58%-41.8pp | 41.64%-16.9pp |
| Employer contribution / active EE | $3,668 | $3,444+6.5% | $4,554-19.5% | $2,551+43.8% |
| Participant deferral / active EE | $10,037 | $6,519+54.0% | $7,897+27.1% | $4,139+142.5% |
| Admin fee / account holder | $2,496 | $8,390-70.2% | $13,129-81.0% | $7,234-65.5% |