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 | $84,424 | $154,228-45.3% | $145,433-41.9% | $137,256-38.5% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 15.69% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,693 | $4,804-43.9% | $4,554-40.9% | $4,156-35.2% |
| Participant deferral / active EE | $7,950 | $8,216-3.2% | $7,897+0.7% | $6,407+24.1% |
| Admin fee / account holder | $5,219 | $14,344-63.6% | $13,129-60.2% | $12,270-57.5% |