Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $102,547 | $95,453+7.4% | $112,040-8.5% | $82,448+24.4% |
| Participation rate | 85.0% | 72.8%+12.2pp | 76.5%+8.5pp | 68.1%+16.9pp |
| Annual return | 12.51% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $855 | $2,318-63.1% | $2,954-71.1% | $2,551-66.5% |
| Participant deferral / active EE | $2,103 | $4,224-50.2% | $5,098-58.8% | $4,139-49.2% |
| Admin fee / account holder | $9,048 | $9,013+0.4% | $12,098-25.2% | $7,234+25.1% |