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 | $95,352 | $123,478-22.8% | $216,567-56.0% | $94,015+1.4% |
| Participation rate | 88.0% | 75.1%+12.9pp | 81.6%+6.4pp | 70.8%+17.2pp |
| Annual return | 12.05% | 23.61%-11.6pp | 12.94%-0.9pp | 17.84%-5.8pp |
| Employer contribution / active EE | $2,343 | $3,136-25.3% | $5,216-55.1% | $2,790-16.0% |
| Participant deferral / active EE | $4,133 | $4,556-9.3% | $6,191-33.2% | $4,249-2.7% |
| Admin fee / account holder | $7,465 | $12,753-41.5% | $21,981-66.0% | $8,951-16.6% |