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 | $143,253 | $143,969-0.5% | $199,883-28.3% | $82,637+73.4% |
| Participation rate | 70.2% | 84.1%-14.0pp | 86.8%-16.6pp | 68.1%+2.1pp |
| Annual return | 14.69% | 25.67%-11.0pp | 43.81%-29.1pp | 53.51%-38.8pp |
| Employer contribution / active EE | $2,805 | $4,632-39.5% | $6,261-55.2% | $2,552+9.9% |
| Participant deferral / active EE | $6,900 | $6,937-0.5% | $9,138-24.5% | $4,126+67.2% |
| Admin fee / account holder | $9,420 | $14,597-35.5% | $17,268-45.4% | $7,339+28.4% |