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 | $98,894 | $58,493+69.1% | $84,023+17.7% | $72,976+35.5% |
| Participation rate | 74.6% | 61.2%+13.4pp | 69.0%+5.6pp | 69.5%+5.2pp |
| Annual return | 22.14% | 28.93%-6.8pp | 71.32%-49.2pp | 81.02%-58.9pp |
| Employer contribution / active EE | $1,262 | $1,163+8.5% | $1,984-36.4% | $2,440-48.3% |
| Participant deferral / active EE | $4,207 | $2,394+75.7% | $3,239+29.9% | $3,608+16.6% |
| Admin fee / account holder | $24,626 | $4,569+439.0% | $6,102+303.6% | $5,124+380.6% |