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 | $100,810 | $81,457+23.8% | $103,378-2.5% | $80,911+24.6% |
| Participation rate | 76.7% | 66.8%+9.9pp | 74.5%+2.2pp | 67.6%+9.1pp |
| Annual return | 14.29% | 25.58%-11.3pp | 24.91%-10.6pp | 35.63%-21.3pp |
| Employer contribution / active EE | $2,297 | $3,107-26.1% | $3,870-40.7% | $2,756-16.7% |
| Participant deferral / active EE | $4,222 | $3,871+9.1% | $5,058-16.5% | $4,297-1.8% |
| Admin fee / account holder | $1,897 | $6,717-71.8% | $8,401-77.4% | $6,935-72.6% |