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 | $101,317 | $93,598+8.2% | $135,974-25.5% | $75,173+34.8% |
| Participation rate | 79.2% | 75.2%+4.0pp | 81.9%-2.8pp | 67.2%+12.0pp |
| Annual return | 24.02% | 30.89%-6.9pp | 68.30%-44.3pp | 160.72%-136.7pp |
| Employer contribution / active EE | $2,226 | $3,538-37.1% | $4,859-54.2% | $2,671-16.7% |
| Participant deferral / active EE | $6,872 | $6,405+7.3% | $7,760-11.4% | $4,126+66.5% |
| Admin fee / account holder | $9,328 | $6,978+33.7% | $10,767-13.4% | $5,651+65.1% |