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 | $97,995 | $138,366-29.2% | $184,185-46.8% | $80,911+21.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 86.8%-11.8pp | 67.6%+7.4pp |
| Annual return | 11.48% | 20.02%-8.5pp | 28.81%-17.3pp | 35.63%-24.1pp |
| Employer contribution / active EE | $6,121 | $4,849+26.2% | $6,426-4.7% | $2,756+122.1% |
| Participant deferral / active EE | $3,879 | $7,074-45.2% | $9,132-57.5% | $4,297-9.7% |
| Admin fee / account holder | $970 | $10,484-90.7% | $13,909-93.0% | $6,935-86.0% |