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 | $104,421 | $145,431-28.2% | $211,142-50.5% | $87,485+19.4% |
| Participation rate | 97.8% | 84.7%+13.0pp | 87.3%+10.5pp | 68.9%+28.8pp |
| Annual return | 15.95% | 27.21%-11.3pp | 46.84%-30.9pp | 26.06%-10.1pp |
| Employer contribution / active EE | $6,830 | $4,662+46.5% | $6,442+6.0% | $2,596+163.1% |
| Participant deferral / active EE | $8,845 | $6,859+29.0% | $9,284-4.7% | $4,274+107.0% |
| Admin fee / account holder | $15,413 | $17,052-9.6% | $19,076-19.2% | $7,775+98.2% |