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 | $101,548 | $143,969-29.5% | $199,883-49.2% | $82,637+22.9% |
| Participation rate | 97.0% | 84.1%+12.8pp | 86.8%+10.2pp | 68.1%+28.9pp |
| Annual return | 15.71% | 25.67%-10.0pp | 43.81%-28.1pp | 53.51%-37.8pp |
| Employer contribution / active EE | $3,240 | $4,632-30.1% | $6,261-48.3% | $2,552+26.9% |
| Participant deferral / active EE | $8,526 | $6,937+22.9% | $9,138-6.7% | $4,126+106.6% |
| Admin fee / account holder | $6,652 | $14,597-54.4% | $17,268-61.5% | $7,339-9.4% |