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 | $106,199 | $228,395-53.5% | $185,861-42.9% | $158,982-33.2% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 26.89% | 40.82%-13.9pp | 35.96%-9.1pp | 302.99%-276.1pp |
| Employer contribution / active EE | $1,928 | $4,968-61.2% | $4,088-52.8% | $4,763-59.5% |
| Participant deferral / active EE | $2,208 | $6,417-65.6% | $5,634-60.8% | $5,983-63.1% |
| Admin fee / account holder | $4,904 | $11,869-58.7% | $9,503-48.4% | $11,252-56.4% |