Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $119,093 | $95,453+24.8% | $112,040+6.3% | $82,448+44.4% |
| Participation rate | 90.9% | 72.8%+18.2pp | 76.5%+14.4pp | 68.1%+22.8pp |
| Annual return | 15.27% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,205 | $2,318-4.9% | $2,954-25.4% | $2,551-13.6% |
| Participant deferral / active EE | $7,097 | $4,224+68.0% | $5,098+39.2% | $4,139+71.5% |
| Admin fee / account holder | $3,151 | $9,013-65.0% | $12,098-74.0% | $7,234-56.4% |