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 | $101,842 | $81,331+25.2% | $155,534-34.5% | $80,935+25.8% |
| Participation rate | 88.0% | 66.3%+21.7pp | 78.2%+9.8pp | 67.7%+20.3pp |
| Annual return | 11.73% | 33.37%-21.6pp | 64.92%-53.2pp | 35.66%-23.9pp |
| Employer contribution / active EE | $3,072 | $3,105-1.0% | $4,675-34.3% | $2,757+11.4% |
| Participant deferral / active EE | $3,894 | $3,454+12.7% | $5,630-30.8% | $4,299-9.4% |
| Admin fee / account holder | $2,503 | $7,999-68.7% | $15,900-84.3% | $6,924-63.9% |